Running the (Service) Contracts to be Invoiced Report

Follow these steps to run the report:

  1. Open the Service Contracts To Be Invoiced Report.
  2. For these fields, select the range of values to include in the report:
    • Contract
    • Contract Line
    • Service Type
    • Customer
  3. Select the date to use to determine if a contract or one of its lines is eligible to be invoiced. Only contracts or contract lines where the Billed Thru date is less than or equal to this date is invoiced.
  4. For the Contracts To Be Renewed Before date, select Increment Date if appropriate.
  5. Select Page Between Customers to create page breaks between customers on the report.
  6. Select which frequencies of the billing cycle to include on the report:
    • Annually
    • Semi-Annually
    • Quarterly
    • Bi-Monthly
    • Monthly
    • One Time
    • Elapsed Days
  7. Select which notes to include on the report:
    • Contract
    • Customer
  8. Click Preview to preview the results of the report.
  9. Click Print to run the report and print the output.
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