How to: Invoice Service Contracts

  • Article

You can invoice service contracts periodically. The invoice period for each contract defines how often you invoice it.

To invoice a service contract

  1. In the Search box, enter Create Contract Invoices, and then choose the related link.

  2. On the Service Contract Header FastTab, set the filters you want to apply.

  3. On the Options FastTab, in the Posting Date field, enter the date you want to use as the posting date on the service invoices.

  4. In the Invoice to Date field, enter the date up to which you want to invoice contracts. The batch job will include the contracts with the next invoice dates, up to this date.

  5. In the Action field, select Create Invoices.

  6. Choose the OK button to create the service invoices.

You can also invoice a service contract directly from the Service Contract window, if the next invoice date on the contract is earlier than the working date.

To invoice a service contract from the service contract window

  1. In the Search box, enter Service Contracts, and then choose the related link.

  2. Select and open the service contract that you want to invoice.

  3. On the Home tab, in the Process group, choose Create Service Invoice. A dialog box opens asking whether you want to create an invoice for the contract. Choose the Yes button to confirm.

Note

It is not possible to create service invoices for the service contract when the Change Status field value is set to Open.

See Also

Other Resources

Change Status
Creating Service Contracts and Service Contract Quotes