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This text refers to program version 6.3  

Operations Menu - Create Invoice

This function creates an appropriate number of unapproved Invoices for the entire Contract duration at one stroke. For example, if the Contract duration is one year and the Invoice period is monthly, twelve unapproved Invoices will be created. The dates of these Invoices are determined by the Invoice options on the Contract screen.

When you select this function, an appropriate number of unapproved Invoices will be created in the Invoice register. The last of these will be opened in a new window, entitled 'Invoice: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.

To print the Invoice, click the Printer icon. If the Invoice has not been approved, the printed Invoice will be marked as a test print, so that it cannot be confused with the final version of the Invoice.

Before you use this function, take care to ensure that the Start and End Dates in the Contract are correct. The function gives precedence to the Period Type over the End Date. For example, if the Period Type is monthly and the End Date is slightly later than one year after the Start Date, an Invoice for a thirteenth month will be created. If the Start Date is 27/10/2012, an End Date of 27/10/2013 will be enough for an extra month to be invoiced.

To close the Invoice and return to the Contract, click the close box. You will be asked if you want to save any changes. The Invoice Date of the last Invoice will be copied to the Last Invoice Date field in the Contract.

If the function does not create Invoices as expected, the probable reasons are:

1. The Contract has not been approved.
   

2. The Contract is missing a Start Date and/or an End Date.
   

3. The Last Invoice Date in the Contract is not blank. If the Last Invoice Date is not blank, you must use the 'Create Contract Invoices' Maintenance function. You should also use this Maintenance function if you want to raise Invoices individually as the Contract period progresses.
   

4. The Length in the Contract is zero.
   

5. You have not saved the Contract (use the [Save] button).

Please click here for a full description of the Invoice screen, including detailed information about approving and printing the Invoice.

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In this chapter:

• Introduction
  

• Entering a Contract
  

• Printing a Contract
  

• Inspecting and Approving Contracts
  

• Creating Invoices
  

• Operations menu, including:
  
  • OK
    

  • Customer Status
    

  • Create Invoice

Go back to home pages for:

• Standard Contracts manual

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