Accounting AR

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Invoice Service Contracts

Invoice Service Contracts

Note: the Bill in Advance field on the Service Contract form indicates the number of days in advance (of the next billing period) that an Invoice may be generated

Bill an Individual Service Contract:

1. Open a Service Contract
2. From the Extended Menu, select Bill This Contract
3. An Un-Posted invoice or type SERVICE will be created.  Note: on the original Service Contract, note that the Next Invoice Date and Billedthru Date have changed
4. On the Un-Posted invoice, click on the Extended Menu and select Post Invoice (this is normally done by someone in Accounting)
5. Send the Invoice to the Customer

Bill All Service Contracts that are Ready to be Billed:

1. Click on the Main Accounting Menu
2. Select Service Contracts and then the Bill Service Contracts option from the drop down menu that appears
3. A Bill Service Contracts window will open.  Select a Company from the drop down menu and click the OK button
4. A Confirmation window will appear asking if you wish to bill all Service Contracts or this Company entity only.  Make your selection
5. An Un-Posted invoice of type SERVICE will be created.  Note: on the original Service Contract, note that the Next Invoice Date and Billedthru Date have changed
6. On the Un-Posted invoice, click on the Extended Menu and select Post Invoice (this is normally done by someone in Accounting)
7. Send the Invoice to the Customer

Note:  An alternative method is to create a nightly SQL job to create Invoices.  These will appear in the Invoices to Print Queue (Workflow Menu > Accounts Receivable > Invoices to Print Q bucket

Print Invoices from Invoices to Print Q:

1. Drill into the Invoices to Print Q bucket
2. In the Invoices to Print grid, highlight all Invoices you wish to print
3. From the grid Print button, select Print Selected Invoices Using Specific Form.  This will post and print the selected Invoices
4. OR, click on the grid Extended Menu to Post Selected Invoice(s), Void Selected Invoice(s), or Create Master Invoice
5. OR, drill into an individual Invoice to review or print it using the Invoice Extended Menu