A video of this tutorial is available here.
Goal
Invoice a unit line item for an individual
1) Go to Main Menu: Site/Customer > Customer Master > Sites.
1) Choose the site that you want to invoice.
2) Click on the Rental Unit tab (If there are no units for this site, please deliver one. For help, see How To section: Delivering Units to a Site).
3) In the grid area (dark box in the middle of the screen which lists any service stops that this site already has), do a right click with the mouse.
4) In the action menu, click on Invoice rental units. (Now you have to ask yourself: How do I bill? Prorated or fixed? Advanced or Arrears?)
5) The Bulk line item charge generation screen will now open
a) In the Invoice date, enter the date that you want to appear on the invoice.
b) Close date is when you want to end the billing cycle.
c) Choose advance or arrears depending on how you want to bill.
d) Choose if you are billing pro-rated, or fixed billing.
e) Make sure that there is a dot in Post Invoice.
f) Then click the Post button.
g) If a message pops up that says no charges generated, please check dates! This is due to the Bill To date on the unit.
6) The Invoice Generation screen will appear.
7) Click the Post button.
8) You will see an invoice.
9) Click the print icon and now the document will print.