[SM] Work Order Billing

Service Management> Programs> SM Work Order

Review the Work Order and make sure data is correct
Go into the work Complete Tab

Once work complete tab is open, make sure all line items have the correct information and total billable cost

You can select individual items in work completed if there are specific line items needing to be grouped together as ready to bill
You can select ready to bill in the Work Order Info Tab to bill the work order as a whole

Save your work and close

Go into Service Management> Programs> SM Work Order Billing
Check all invoices you want to bill and then select Launch Invoice Review

Launch Invoice Review and make sure this looks accurate

If needed you can hit preview all to preview the invoice

Once the invoice is open, select the process button

Validate and Post Batch, you can select preview if you want to preview where it’s going to make sure they are the correct GL’s etc.

Once processed, to Deliver to Email select Deliver and follow the prompts.