SM Invoice List
You can use the SM Invoice List report for a list of pending and invoiced billings processed through the Work Order Billing program by selecting .
The SM Invoice List Report lists pending and invoiced billings processed through the Work Order Billing program. The report can be limited to a Customer, Service Site, and even a single Work Order. The Bill To Customer information shows on this report only when it is different from the Customer information. If a Work Order is selected in the parameters, the report will show a separate column "Invoiced to Work Order.. The other invoice amount columns represent the total amount of the invoice applied to all work orders. The Balance column equals Total Invoiced (plus tax) minus receipts.
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Report Parameters |
Description |
|---|---|
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Company |
Accept the default, or press F4 to select a company. |
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Customer |
Press F4 to select the Customer |
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Service Site |
Select the Field Lookup button or press F4 to select the service site. |
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Work Order |
Click the Field Lookup button or press F4 to select the work order. |
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Bill To Customer |
Click the Field Lookup button or press F4 to select the bill to customer. |
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Sort by (I)nvoice, (C)ustomer Name, Invoice (S)tatus |
Enter I, C, or S. |
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Show Invoices Due On or Before |
Enter date to show invoices on or before. |
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Beginning Invoice Date |
Enter beginning invoice date. |
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Ending Invoice Date |
Enter ending invoice date. |
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Beginning Posted Month |
Enter beginning posted month. |
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Ending Posted Month |
Enter ending posted month. |
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Status: (I)nvoiced, (P)ending, (V)oided, (A)ll |
Enter I, P, V, or A. |
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Print Status: (P)rinted, (N)ot Printed, (A)ll |
Enter P, N, or A. |
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Show Only Open Balances? |
checkbox to show only open balances. |
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If Status = (I)nvoiced Beginning Print Date Ending Print Date |
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Enter beginning print date. |
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Enter ending print date. |
