Pathway: Accounts > Search > Accounts (AR History)
To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with the account. To generate an invoice for a single site, access the AR History screen from the specific site for which an invoice is required.
Permissions
Generate a Single Invoice
- Select 'Invoice' from the header row on the AR History screen to open the Preview Invoice popup.
- Enter a Bill To Date to bill the customer for all recurring, posted work orders, and manual charges up to the selected date.
- Enter an Invoice Date to include posted work orders dated on or before the specified date 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.
- Select 'This Site' if the invoice is for the site currently displayed, or 'All Sites.'
- Select the service records to include in the invoice. Recurring services are grouped into a single line item, while each Manual Charge and Work Order dated on or before the Invoice Date is listed as a separate record.
- Select Generate Invoice. A success popup will appear once the invoice has been generated successfully.
- If the user does not have permission 262, this button is inactivated and an authorization message is displayed.
View the Invoice
After the invoice is generated, it will appear on the AR History screen. To view, print, or email the invoice, right-click within the invoice row. The option to reverse the invoice record is also available if the entire invoice needs to be canceled.
Additional information on the View Details / Adjust Invoice option can be found in the View Details / Adjust Invoice article.
