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| Version | User | Scope of changes |
|---|---|---|
| Oct 2 2008, 12:33 PM EDT (current) | cassyjb | 2 words added, 1 photo added, 1 photo deleted |
| Sep 9 2008, 2:07 PM EDT | cassyjb | 3 words added, 18 words deleted |
Changes
Key: Additions Deletions
How to get to Close Billing: Click on Billing, then Close Billing.
Close billing will take old invoices and move them to invoice history and create new invoices based on months to bill.
- Enter the Close Invoices Starting and Close Invoices Ending dates.
- Enter a Starting Invoice # or leave this field blank to generate automatic numbers.
- Select the G/L Period For New Invoices from the scroll down menu.
- If you are working with service contracts, check the Create Service Contract Invoices box.
- The Just Quarterly Billings box, when checked, will generate quarterly invoices.
- Check the Insert Contract Date in Description and/or the Insert Billing Period in Description boxes to add these features on the invoice.
- Click the Run Close button.
