Generate Single Invoice

Owned by Aliena Somers
Last updated: Oct 17, 2022
2 min read

Pathway: Accounts > Search > Accounts (AR History)

 

1 View the Invoice | 2 Watch Video Demonstration

Generate an invoice for a customer using the Invoice tool located in the customer’s AR History. Invoices can be generated for an individual site, or all sites belonging to the account. To generate an invoice for a single site, access the AR History screen from the site an invoice is needed.

  1. Select Invoice from the header row of the AR History. The Create Customer Invoice popup window will display.

  2. Enter a Bill To Date. The invoice will bill the customer for all recurring, posted work orders, and manual charges through the date selected.

  3. Enter an Invoice Date. Posted work orders that are less than or equal to the date indicated will be included in the invoice.

    • Example 1: Work order is in a Pending or Ready to Post status on 7/31 and the Invoice Date is 8/1. The work order will not be included.

    • Example 2: Work order is in a Posted status on 8/2 and the Invoice Date is 8/1. The work order will not be included.

  4. Select if the invoice is for This Site (the one currently displayed) or All Sites.

  5. Select which service records the invoice should include. Recurring services are grouped together as one line item. A unique record is created for each Manual Charge and Work Order that is before or on the Invoice Date.

  6. Select Generate Invoice. A Success popup displays when the invoice and successfully generated.

View the Invoice

After the invoice has been generated, it will display in the AR History screen. Right-click on ‘Invoice’ to view, print, or email the invoice. The option to Reverse the invoice record is also available in the event the whole invoice needs to be reversed.

Additional information on the View Details / Adjust Invoice option can be found in the View Details / Adjust Invoice article.

Watch Video Demonstration

Select the image to play the video.

 

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