Navigate to the Revenue Management App
- Click the Billing tab.
- This should bring you to the list view of all the Bills in the system,
- Click New to create a new Billing, and on the new Invoice dialog box enter the following information
- Customer: To identify the customer for billing, click the Lookup icon to initiate a search.
- Billing Date: By default, the date is set to the current day. To modify it, select the Calendar icon and choose the appropriate date.
- Billing Terms: These are automatically derived from the customer’s account settings, with standard terms including Net 15, Net 30, etc. The due date for the billing will be calculated based on these terms.
- Billing Contact: Use the Lookup icon to search and select the relevant billing contact.
- Billing Cycle Start Date: Marks the commencement of the billing period. This date will be reflected on the customer’s PDF invoice.
- Billing Cycle End Date: Indicates the conclusion of the billing period, also included on the PDF invoice.
- Billing Comments: Any remarks or notes entered here will appear on the customer’s PDF invoice.
- Billing Lines: Compiles time or expense records to formulate the billing total.
- Revenue GL Account: Should this remain unspecified, the default
- Revenue GL Account from the company’s settings will be applied.
- Date: The date corresponding to each line item. This is particularly relevant for time entries or costs to be detailed on the invoice PDF.
- Comments: Allows for the inclusion of comments at the line item level for further clarification or detail on the invoice PDF.
- Please see the Installation guide, if you need to add more fields at the Invoice header or line level, fields like your case lookup, or Timekeeper or expense lookups from your case management system.
