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Ticket Invoicing

Billing Form - Create the Invoice

On the lower left of the Billing form, you have a few options before clicking the Create Invoice button:

Contact Name -  You have the option of selecting a Contact Name from the drop-down list (if any) which would be the Attention To on the invoice - this is optional. 

Invoice Date - The Invoice date will default to today's date; this may be changed if necessary as long as the date entered is in an open accounting period.

Add Resolution Note to Invoice - If you want to include the Resolution Note in the Invoice Memo field, select this option.

Close Ticket After Invoicing - If this option is selected, once the Create Invoice button is clicked, the invoice will post and you will be returned to the Ticket Queue to work on the next Ticket.  A few reasons for not immediately closing the Ticket:

·Additional costs for the ticket are expected, then the ticket will be closed at a later time.

·Some Users want to view and print Service Invoices as they are created especially if paperwork needs to be attached to the Invoice.

In this example, we will Close the Ticket as a second step after Creating and Viewing the Invoice.

Click the Create Invoice button.

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