Creating Invoices for Each Machine

Note: Periods should be checked as part of your month end procedure.

1. From the Processing menu, click Machines.
2. Click the Charge tab.
3. Type in your search criteria. Select the tick boxes to allow All for that criterion.
4. Click Search. A list of accounts appears in the top pane, and the meters of the selected account in the bottom pane.
5. In the toolbar, click a tax point from the date list to the right of Raise Invoices.
6. From the Output to Device list, click the destination for the invoices.
7. From the list accounts, select the Customers you want to invoice.
8. Click Raise Invoices.

Example

When creating invoices, you can force them to a specific rep.

1. Follow the steps in Creating invoices for each machine.
2. When setting your search criteria, select Force Invoices to Rep, then select the Rep from the list.
3. Search and continue.

 

See Also