Invoice a Service Contract from the Contract’s Extended Menu
- On the Service Contract, click on the Extended Menu icon
- Select “Bill Service Contract” option. A pop-up window will prompt you to confirm this action. Click OK. An unposted Customer Invoice will be generated and will appear in the Invoices grid on the Cust. Invoice tab and in the Invoices tab of the original Service Contract.
- Drill into the Invoice, open the Invoice Extended Menu and select “Post Invoice”
- See above video for details regarding Invoice form fields and grids, including the Billing Period (Begin Date and End Date), Next Invoice Date, Billedthru Date, and Deferred Revenue (Invoice > Line Items tab > Def. Revenue sub tab). Note: Deferred Revenue information here will reflect the Line Item highlighted in the grid above.
Invoice All Service Contracts that Fall Within Their Bill-in-Advance Days
- Accounting Main Menu > Service Contracts > Bill Service Contracts. In the pop up window that appears, select a Company No. and click the Process button.
- The new Invoices will be created and added to the Invoices to Print Queue. This Queue may be located by navigating to Accounting Main Menu > Accounts Receivable > Print Invoices.
- Filter this Queue as needed using the Filters icon at the top of the grid and select the items you would like to post. Highlight one or more items.
- Click on the Extended Menu and select “Post Selected Invoice(s).”
- Alternatively, you may highlight one or more Invoices in the grid and then click on the Print icon above the grid.
- Select either “Print Selected Invoices” or “Email Selected Invoices.” Either of these options will automatically post the Invoice(s).
Invoice a Service Contract from the Accounts Receivable Workflow
- Navigate to the Workflow Main Menu > Accounts Receivable > Bill Service Contracts workflow bucket.
- This option will bill all Service Contracts that fall within their bill-in-advance days.
Nightly SQL Job
If your Company uses a nightly sql job to create Invoices, these will be loaded automatically into the Invoices to Print Queue as they become due.