Generate customer invoices to create and assemble accounts receivable invoices for asset management service customers, work order charges, and fixed payments.
Customer invoices are only related to asset management services and should not be confused with the invoice voucher functionality in the Purchasing Management module
See Recording invoice vouchers.
You can generate customer invoices several different ways:
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Calculate customer charges and create a single customer invoice using the Create Customer Invoice right-click option on the Work Orders form. See Creating customer invoices from work orders.
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Generate customer invoices from the Customer Invoices form. See Generating customer invoices.
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Create an invoice for a work order
Upon initiation of the invoice generation process, the system locates all customer charge records and fixed charge schedules for customer contracts. The system does not recalculate the invoice charge records. See Understanding the calculation of customer charges.
The system adds the total price for the customer(s) based on the specified invoice generation criteria. The system changes the Status of all work orders on the Approve Customer Charges form to Invoiced.
Depending on the specified generation criteria, the system generates separate invoices for each customer, for which the invoice organization is the organization of the customer contract.
If a single customer is referenced on more than one customer contract and the customer
contracts are from different organizations, the system generates invoices for each
of the customer contract organizations.
You can also generate invoices for customers that are marked as Out of Service.