Invoice a Service Call
- Access Calls to Invoice Queue (Workflow Menu > Accounts Receivable > Calls to Invoice bucket)
- Drill into the Call you would like to Invoice
- From the Extended Menu, select Preview Billing Report (view Invoice before printing)
- From Extended Menu, select Bill This Service Call and confirm your action in the pop up window that appears. An Unposted Invoice (Type HELPDESK) will open, and on the Call itself, an Event will be created of Type INVOICED (see Events grid of Call). The Call Status will change to CLOSED
- On the WO / Invoice tab, the Invoices grid will now display the Unposted Invoice