Billing Center - Unsent Invoices

The Unsent Invoices tab of the Billing Center

The second tab of the Billing Center - the Unsent Invoices tab - contains all of the invoices that have been created but not yet marked as being sent to a customer.

Note!

Note:
All invoices using automatic billing The default Billing method where an invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job. will appear on this tab after the job is completed unless you mark the invoice as sent as part of the completion process (selecting the Print Invoice when Finished check box from the Invoice page of the Completion Wizard). If the invoice was marked as sent during completion, the invoice will appear on the Unpaid Invoices tab, unless the invoice was paid in full during completion. If the invoice was marked as sent and paid in full during completion, the invoice will appear on the customer's Billing History tab.

To mark an invoice as sent:

Define/Adjust your filter settings as necessary.
Expand the tree structure as necessary.
Select the check box(es) for each invoice that you want to send.
If necessary, edit the values of the Date, Posted?, Sent?, Locked? and Notes at the group level (the level displayed in red).
Click Preview & Send Selected. A preview of the invoice(s) appears in the Report Preview page.
Send the invoice to your customer(s). You can do this in several different ways:
- Print the invoices. Click the Print button.
- Export the invoices to another format. See the Exporting Crystal Reports Data section of the help system for details.
- E-mail the invoice. See the E-mailing an Invoice to a Customer section for details.
Click Close to close the Report Preview page. The Mark as Sent? dialog box appears.
Click No to NOT mark the invoices as sent; the invoices will stay on this tab with a Sent? value as Ready to send. Click Yes to mark the invoice's Sent? value as Sent, which will move the invoice to the Unpaid Invoices tab.

For more on sending invoices, see the Ready to Send Workflow section.