Background InformationBACKGROUND INFORMATION
The Billing Consolidation on the Charge Type dictates two things:
The Invoice Level ( by Header Job or SubJob – 1 invoice or many invoices etc) and where the Revenue will be posted.
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Note that the revenue generated for an Invoice Level comprising multiple jobs (Single Invoice, Headers and Contracts) does get posted back to each of the individual jobs dependent on criteria set up in the Output Jobs' Charge Type.Invoice Detail Options
INVOICE DETAIL OPTIONS
- Invoice Job:
If you select the Single Invoice option then specify the Job that the invoice will be generated on. Otherwise this box is greyed out.
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Note: You can generate an Outputs Based invoice to a job with any Charge Type. All it requires is a schedule and outputs entered. As you are not going through "Get Sales" the Billing Type on the Charge Type is not used. However the Charge Type does govern which job the revenue is posted to.
Invoice CreationINVOICE CREATION:
When the required selection options have been made, you may Preview the results of the selection by clicking the Preview button
This will bring to screen a Preview Report showing the expected results of the invoicing process you are about to undertake.
Note that the Job Invoice Lines created are 1 line per Sales Code, based on the Sales Code attached to the Job Outputs in the Schedule.
The Invoice Number created is however held at the level of the individual Job Outputs, so invoice formats are available which list the actual Outputs invoiced if required.
If the selections are correct create the invoices from the OK button. The successful creation will show as a message giving the range of Invoice Numbers that have been created
An Invoices Created Report will now default to screen, showing the actual Invoice No's and their values created.
View the created invoices through the Edit View Job Invoices screen.
To bulk print these invoices use the Print Job Invoices screen.
