The Invoice Generation form is an easy way to turn your line-item charges into invoices. You can enter a range of charge dates and invoice many customers at once, or use it to turn a single set of charges into an invoice or even a proposal to sent to a customer. You can always open this form from the Main Menu: Invoicing > Invoice Generation.
All fields you can print into are yellow.
Enter a range of dates, work order numbers, rate codes, etc., or your specific customer or site information. You can also select to create multi-site invoices if your customers like to see charges for all their sites on a single invoice.
Click the Search button.
Notice the count that appears at the bottom of the form. This tells you how many charges matched your search.
If you check the option to print the invoices, they will also be printed for you to view this time. If not, you can view and print them later.
To turn the charges into invoices, select the Post button.
This form will close after you post the invoices.
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