How to Schedule Customer Invoices

• Click on the Accounting Menu --> Receivables --> Customer Invoice Schedule
• Enter a Contact name in the finder that pops up
• Choose that Agent and When the Customer invoice form opens up add all item that you would like to invoice.
  • Add an Item by hitting the + button at the bottom of the form
  • Use the finder in the Item field to find the item you would like to add to the invoice schedule OR start typing and hit enter.
  • Double click on the item
  • Once the item is added the fund and base, will auto populate to the defaults of that item OR click expand button beside the price and override price if needed.
  • The start month will default to the current month, if you have already invoiced for this month, you must change the start month to the next month.
  • Your end month will be Dec 9999. That means that this item will be on this customer invoice schedule forever.  If you are adding something to the agent’s bill that you would like to continuously bill leave the end month Dec 9999.
  • If you only want to add something for one month, make your start and end month are the same i.e. the month you would like to bill this one item for.
  • If you would only like to bill the item for a defined time period, make sure the start month is the month you would like to start billing the item and the End month is set to the month that you would like the billing of that particular item to end.
  • Repeat the above steps until all items are added for this particular customer.
• Click the Save & Close

Repeat all of the steps for the next agent or customer.