Good afternoon
After the service contracts are created, what is the best way to keep track of what you need to invoice?
Is there a screen where I can see what do I need to invoice next?
As a flow, I was thinking that the employee that creates the Service Contract to Generate Invoice Lines for Preview for all Invoice Periods, then the billing clerk can go to Invoice Plan Details screen, select all invoices that don’t have an Invoice number attached, and Create Invoices based on the Invoice From Date.
Any other ideas?
Thanks,
Cora
