Raising Invoices for Contracts

Raising Invoices for Contracts

In order to raise invoices for contracts you should open the Service Contracts module and generate the contract invoices.
By completing the following steps:

A. Click on the Service Invoices Icon.
B: Enter your selected period for contracts and also the month up to which you would like to generate invoices
  1. Enter the earliest start date of Contracts that you wish picked up
  2. Enter the latest finish date of Contracts that you wish to be picked up **
  3. Enter the month and the year up to which you wish invoices raised
  4. Click on Create Invoice -  SCREEN TWO WILL BE DISPLAYED
  5. To Print or email reports , select the records you are interested in, press Reports then select the report of interest and the method of output (Preview, Print, Email Merge etc.) - SCREEN THREE

** NB The contract end date will be ignored in the case where there is no finish date for Never Expiring Contracts, only the Contract Start date is of importance in these cases for the selection criteria.

SCREEN ONE - SELECTION CRITERIA



SCREEN 2 - SUMMARY OF CONTRACTS PROCESSED AND INVOICES RAISED



SCREEN 3 - Select Invoices and output as a report





SCREEN 4 - Should you find that an invoice is incorrect because you have an error in a contract(s), simply delete the invoice(s) then repeat the Service Invoice Generation process for that period after making any corrections to the contract.

SCREEN 4 Deleting a contract invoice - To delete an invoice(s), select them then right mouse click then select Delete Invoice.





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