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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

Hi,

Yes, as you already mentioned, you can use the Invoice plan details page for that and use Invoice from and to dates.

When it comes to generation of invoices there are other 2 options you can use apart from using Invoice plan details page.

 

Use Invoicing of service contracts option:

 

Or you can schedule the above job to be executed in a specified time interval.

 

 

Best Regards,

Thilini

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