Invoice a Service Call
- Access Calls to Invoice Queue (Workflow Menu > Accounts Receivable > Calls to Invoice bucket)
- Drill into the Call you would like to Invoice
- From the Extended Menu, select Preview Billing Report (view Invoice before printing)
- From Extended Menu, select Bill This Service Call. An Unposted Invoice will open and on the Call itself, an Event will be created of Type INVOICED (see Events grid of Call)
- On the WO / Invoice tab, the Invoices grid will now display an Unposted Invoice