Central: How to create a custom service line for a client[Invoicing]

Last updated: September 4, 2025

This guide provide step-by-step instruction on how to create a custom service line for a client in order to streamline the invoicing process

1. Go to your central dashboard and log in if necessary https://central.leanafywms.com/

2. Click on Menu

3. Click on "Client List"

4. Select the client for whom you want to add a custom service line.

5. Click on "Charging Model" tab.

6. Click on upper arrow.

7. Click on "Create Custom Service Line"

8. Enter the billing action.

9. Enter the bill description

10. Enter the base price

11. Enter the primary action field.
For example: in this case, the charge is added on a per-hour basis.

12. Add any secondary field if needed.

13. Click on "Add Custom Service Line" button