Invoices

You can create Order and Inventory Management invoices from service contracts by launching the billing engine on the Service Contracts or Invoicing list view. You can also generate an invoice from an approved change request. Before you can generate invoices for your service contract and bill the customer, the service contract must be active.

If the Next Invoice Date field on a flexible term service contract line contains a date, this is the date that is used to determine whether the line appears on an invoice when the billing engine runs. If the Next Invoice Date field on a flexible term service contract line is empty when the billing engine runs, the service contract line start date is used to determine whether that line appears on an invoice. For instance, in this example we have created a flexible term service contract with three lines:

If the billing engine runs on January 23rd, this results in an invoice with these lines:

The Car Service-2 line appears on the invoice because the Service Contract Line Start Date is January 23rd and the Next Invoice Date Field is empty. The Car Service-3 line appears on the invoice because the Next Invoice Date is January 23rd. The Maintenance line does not appear because it is not due to be billed until May 23rd.

Note:

If a flexible term service contract contains lines with different service terms and the same Service Term Start Date, those items are grouped on the same invoice. If the service terms and Service Term Start Dates are different, the lines will appear on different invoices.

Invoices can be printed using the Print button on the Invoice Detail section of the invoice.