The Preview Billing Report may be run in advance of invoicing in order to confirm that all items, labor etc. will be accounted for on the Invoice.
- Open the Call record
- Click the Call Extended Menu > Preview Billing Report. You may be advised at this point of items that still need to be addressed on the Service Call such as RMA Items and / or un-posted Time Bills. This message is a warning only and may be closed by clicking OK.
- Select the Print Options, then click OK
- If printing to screen, on a separate browser tab, you may preview what an Invoice would look like for this Call
- You may save a copy of this report to the Documents tab of the Call or Customer by checking the Save to Record or Save to Customer checkbox.
- Ensure output contains all the shipped Items and Labor (labour), along with the price you expect to be invoiced. If anything is missing, resolve first before proceeding to Call completion
- Be aware the Billing Preview includes a Cost section – for gauging the Call profitability (which would not be on an actual Invoice) and does not generate an InvoiceNo, since this Preview Report is not a billing function