Caution:
Invoices are not automatically locked when they are posted.
Invoices are not automatically posted when they are sent.
You can now control when an invoice is reflected in a customer balance via the Posted field. When an invoice is posted, the invoice will be reflected in the customer’s balance and appear in ALL relevant financial reports (Accounts Receivable, Transaction, etc.) as of the posted date. ServiceCEO will automatically post most invoices during job completion. However, you can always manually post or un-post an invoice to meet your requirements.
The default posting rules are:
When a single job with automatic billing The default billing method. 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. (or the last visit of a project with automatic billing) is completed (either via the Completion Wizard or Auto Complete), the invoice will automatically be posted.
When you complete a project visit, you can choose to post the project invoice. If it hasn't been posted already, the project invoice will automatically be posted when the last project visit is completed.
The Export Sales tab of the Office Duties section will display only those invoices that have been posted, but not yet exported.
Service contract invoices will be automatically posted when created.
Miscellaneous charge invoices will be automatically posted when created.
Invoices created manually in the Billing Center will automatically be posted.
|
|
Caution:
|
To manually post/unpost an invoice from the Billing Center:
Open the Unsent Invoices, Unpaid Invoices, or Find by Number tab of the Billing Center.
Search for and locate the invoice you want to post/unpost.
Select either Yes or No in the invoice's Posted? column.
Repeat steps 2-3 to post/unpost additional invoices.
Click Save and Close.
To manually post/unpost an invoice from a customer's Billing History tab:
Open the customer record containing the invoice you want to post/unpost.
Click the Billing History tab.
Double-click the invoice you want to post/unpost. The Invoice Viewer page appears.
Select either Yes or No in the invoice's Posted? column.
Click Save Invoice. The Invoice Viewer closes.
Repeat steps 1-5 to post/unpost additional invoices.
See Also:
Invoice Overview