Creating invoices

Note: Run this program at the frequency you define in the current fiscal year calendar on Billing Calendar (FR00.2) to pick up those charges that are billed most frequently.

Instead of creating invoice records directly in the Franchise Management application, create invoice records which are interfaced into the Billing application before actual invoice records are created. Use this procedure to create invoice records.

Note: When actual sales data are released for estimates processed for an earlier cycle date, the status of the earlier estimates is changed from Released to Closed on Sales Entry (FR20.1). The released actual sales records are processed for billing the next time you run FR140.

Run Sales Entry Report (FR225) to find any unreleased actual invoice sales entries for the company and cycle date that you are preparing to close. If unreleased actual invoice sales entries exist for the applicable company and cycle date, then use Sales Entry (FR20.1) to release the entries.
Run Invoice Interface (FR140) to create invoice interface records for the Billing application and to generate a report that lists the created invoices.

Note: To make changes to released actual invoice sales entries, then you must change invoices in the Billing application. See the Billing User Guide.

Run these batch programs in the Billing application to continue invoice processing:


Run	To
Billing Interface (BL520)	Create billing invoice interface records
(Optional) Invoice Batch Release (BL120)	Print unreleased invoice batches and, optionally, release the batch when it runs
(Optional) Invoice Print Edit Report (BL121)	View invoices before printing
Invoice and Register Print (BL122)	Print invoices and the invoice register or to reprint EDI invoices for re-sending
Subsystem Update (BL123)	Update the status of invoices and credit memos that have been printed

Run Transaction Interface (AR560) to create receivable records in the Accounts Receivable application. When you process statements in the Accounts Receivable application, you can update franchise management balances and print them on the statements. See the Accounts Receivable User Guide.

Related reports and inquiries


To	Use
Print billing statements that display balances for customer accounts. The statements will include open estimates and optional note balances in addition to the standard statement information.	Statement Print (AR150)
Print the last 10 statement balances and un-invoiced sales entries by sales representative	Outstanding Balances by Sales Rep (FR250)
Review open amounts and invoice statuses on franchise management invoices, bills of exchange, credit and debit memos, and payments	Customer Activity (AR90.1) Note: Invoices must be processed through the Billing and Accounts Receivable applications in order to appear on AR90.1.