Generating customer invoices

Generate customer invoices for all customers or for a single customer.

To generate customer invoices:

  1. Open the AMS-Customer Invoices form.
  2. Select the customer invoice for which to generate invoices and then click the Record View tab.
  3. Right-click on the form and then choose Generate Invoices.
  4. Organization—Enter the organization for which to generate invoices.
  5. Work Order—Enter the work order for which to generate invoices. If you enter a work order, the system generates an invoice for only the specified work order.
  6. Customer—Enter the customer for which to generate invoices. If you enter a customer, the system generates a single invoice that contains all the costs for the specified customer.
    Note: By default the system generates customer invoices for all customers on the Customer Invoices form unless you specify a specific customer. The system enables you to generate invoices for a single work order by using the Create Customer Invoice right-click option on the Work Orders form. See Creating Customer Invoices from Work Orders.
  7. Approved Customer Charges—Select to generate invoices for only those customer charges with a status of Approved.
    Note: Any corrections made on the Approve Customer Charges form are reflected on the invoice after it is generated. See Approving and Generating Customer Charges.
  8. Fixed Charges—Select to generate invoices for fixed charges. If you created a fixed charge schedule for a customer contract, you must select Fixed Charges to include the schedule on an invoice. See Creating Fixed Charge Schedules for Customer Contracts.
  9. Original Invoice—Enter the customer invoice to recalculate. If you specify an invoice to recalculate, the system generates a new invoice with the latest customer charges.
    Note: The system displays all customer invoices, including those with Cancelled status. You can use a wild card, e.g., "%", with partially-specified text strings anywhere within the field to retrieve strings containing the specified text.

    The recalculate invoice functionality does not make corrections to the original invoice. The system generates an updated invoice.

  10. Start Date and End Date—Enter the start and end dates for which to generate invoices.
    Note: If no date range is specified, the system generates invoices for all Approved customer invoices.

    The date range specified refers to the date on which the work order was completed. The date range does not apply to released work orders.

  11. Unapproved Customer Charges—Select to generate invoices for customer charges with a status of Unfinished.
  12. Click Generate.
    Note: View details about the generated invoices on the Customer Invoice Lines Overview form. See Viewing Customer Invoice Lines.