Click on the Accounting Menu from the Top Drop down menu.
Choose the Receivables --> Customer Invoice Schedule Processing
- When the Processing form opens up
- Choose the appropriate Fund
- Enter Month that the Invoices are for
- Enter the contact you would like to invoice, or leave the contact field blank and it will run for all agents or customers
- Enter the Customer item you would like to bill, or leave blank and it will run all Scheduled customer invoices.
- Click GO
- A list of all customer items for that month will be generated in the Lines portion of the form.
- Enter the Invoice Date
- Enter a reference number if applicable
- Enter a Due date.
TO PROCESS INVOICES
- Select all
- In the Summary field it will show you the number of items you are invoicing and how many invoices are to be printed.
- You may preview the invoices by clicking the Preview Invoices Button
- Once Satisfied Click Create Invoices.
Once all Invoices are process you can then print the statement
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