Add an invoice case line to an invoice case

task brazil Updated Sep 10, 2026 1 min read invoice-ops-add-invoice-case-line-item.md
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Add an invoice case line to an invoice case.

Before you begin

Role required: sn_csm_invoice.agent, sn_csm_invoice.manager, admin

Procedure

  1. Open an invoice case In CRM Workspace.

  2. Select the Invoice Case Lines tab and then select New.

    This opens a new Invoice Case Line form in a separate sub tab.

  3. Add information to the Invoice Case Line form.

  4. Select Save.

    The system adds the new record to the Invoice Case Lines tab on the invoice case record.

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