Navigation: Basic Working Procedures > Schedule Board > Perform Schedule Tasks > Post Multiple or Single Schedule Slots >
Create an Invoice while Posting
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Navigation: Basic Working Procedures > Schedule Board > Perform Schedule Tasks > Post Multiple or Single Schedule Slots > Create an Invoice while Posting |
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At the very bottom of the Post Schedule Slots screen there are check-boxes for optional functions at the end of the Posting process. One of these is Create Invoice.
If you check this box, an Invoice will print for each Service Call selected for Posting. The Invoice will cover all unbilled, finalized transactions and, if appropriate, will close the Service Call as well. (The Work Order can be used again, if necessary. See Reactivate a Work Order).
Note:
An Invoice can only be created at this time for a Service Call (not a Project).