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Service Service Ticket Overview Billing Form
Billing Form Definitions (page 3)
Invoice
The Invoice section is used to enter information and select options that will be used on the customer invoice.
Contact - The User may make a selection from the drop-down list or manually type in information into this field. Anything entered into this field will print on the customer invoice on the first line of the [Bill] To: area of the invoice.
Inv Date - The invoice date will default to today's date, however this may be changed to any date in an open accounting period.
Add Resolution Note to Invoice - If this option is selected, the field note that was flagged as the ticket resolution note will print in the Memo field of the invoice.
Close Ticket After Invoicing - If this option is selected, after pressing the Create Invoice button and the User selects the option of Yes to generate the invoice, a message will be displayed confirming the User wants to close out the service ticket.
Create Invoice - Pressing this button will create the service invoice. If this button is grayed-out, either there are no billable charges on the ticket or the User does not have permission to create invoices.