Process Contract Billing

Create Accounts Receivable invoices for contract billings. You can generate multiple invoices based on the site, contract, customer, and selected date range.

Important: Retain this report as a permanent audit record of the company.
  1. Select Service Contracts > Data Entry > Contract Billing Processing.
    Note: For field descriptions, see Contract Billing Processing.
  2. Enter a Site code, Contract, and Customer.
  3. Use From date and To date to enter a date range for billings.
  4. Select the dispatch status for the new work order. For example, Open.
  5. Select the G/L Date for the invoices.
  6. Select the Invoice date. This date will be used on all invoices in this batch.
  7. Click Preview to review the Contract Billing Processing Pre-Update Register. This report shows all billings that the system will create. Review this information.
  8. After you confirm billing information shown on the Pre-Update Register, select the Contract Billing Process Update tab (displays automatically when you preview the Pre-Update Register).
  9. To schedule create A/R invoices based on the Pre-Update Register, enter or accept the A/R invoice batch code shown, and click Continue. The system generates a Contract Billing Processing Update for confirmation.