Invoicing a Contract

Follow the steps in Running the Contracts to be Invoiced Report.

Only contracts with a Billed Thru date earlier than the Contracts to be Renewed Before date are included on the report. For fixed contracts, the Billed Thru date on the contract header is used. For calculated contracts, the Billed Thru date on each contract line is used.

Contracts To Be Renewed Before

Select the same date as you used on the report.

Invoice Date

Select the date to use for invoicing.

Print Fixed Contract Lines

Select this check box to include fixed contract lines in the output.

Translate to Domestic Currency

Select this check box to translate the currency to the domestic amount on the output.

Print Euro Total

Select this check box to print the total in both the Euro currency and the transaction currency.

Use Profile

Select this check box to use the associated vendor or customer document profile, if one exists.

Summarize Line Periods

Select this check box to print a billing summary for the contract line instead of printing multiple lines. For example, if the contract is $10/month, billed monthly, and you are performing an invoice for three months, select this check box to print $30 instead of three lines showing $10 each.

Consolidate Partial Lines

Select this check box to consolidate any partial lines on the report output. A section is displayed on the output showing the rate and unit of rate for partial lines. When this check box is selected, the Print Rate Details, Print Check-out Date, and Print Min Bill Thru fields are cleared and disabled.

Include Rental Contracts

Select this check box to include rental contracts in the invoice.

Include Service Contracts

Select this check box to display only one invoice line per contract line, even if multiple billing periods are due to be invoiced. That one line is a summation of all the periods.

Print Min Bill Thru

Select this check box to include minimum bill through date on the invoice.

Print Check In Date

Select this check box to include the rental check in date on the invoice.

Print Rate Details

Select this check box to include contract rate and unit of rate on the invoice.

• Contract
• Line
• Service Type
• Customer

Invoice

Select the range of invoice numbers to include.

Invoice Date

Select the range of invoice dates to include.

Use Original Customer Address

Select this check box to use the address saved on the original invoice header when reprinting. If cleared, the address information is reprinted using the current address from the customer master.

Use Original Company Address

Select this check box to use the address saved on the original invoice header when reprinting. If cleared, the address information is reprinted using the current address from the General Parameters form.

• Align Form: Select this option to print a form alignment to ensure that the output prints correctly.
• Print Invoices: Select this option to print the invoiced output.