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Contract

Invoices

The Invoices tile in the Contract Listing screen allows you to create a manual Contract Invoice, to bill a machine on a contract, for either fees, meters, or both, within the current billing period. This will prevent a contract invoice from being raised at month end for the contract (fees and / or meters).

It is important to note, that Manual Contract Invoices should only be used to fix a problem as a last resort.

This manual provides a brief outline of the process from the Invoices tile in the Contract Listing screen. For a more thorough explanation, refer to Create a Manual Contract Invoice, Billing and Short Term Contract Invoice.

Ribbon Access: Contract > Contracts

  1. The Contract Listing screen will be displayed.
  2. Select the Site that you wish to work in.

  1. This screen defaults to the Active status.
  2. Select a different status from the drop-down menu, if required.

Invoices for Contract screen

  • Select the row of the contract where you wish to view the linked Invoices.
  • Click on the Invoices tile.

  1. The Invoices for Contract No.: [] screen will open.
  2. All the invoices linked to the selected contract will be listed.

Add Contract Invoice

  1. Click on Add.

The Maintain Contract Invoice: Add a new invoice screen will display.

Complete the Contract Invoice Header Information:

  1. Customer Name: Click on the search button in this field and select the customer linked to the contract in the previous screen.
  2. Contract: Click on the search button in this field and select the row of the contract that you wish to raise a manual invoice against. This should be the contract originally selected in image 4.

Print Contract Invoice

  1. You can also Print a contract invoice or send a contract invoice to Print Queue.
  2. Click on Back to return to the Contract Listing screen.