[SM] Billing SM Work Orders

There are two ways to bill an SM Work Order:

1. From the Work Order

   • Open the Work Order and click Bill WO.

   • The Invoice Review form will open, where you can enter the invoice number (or accept the default) and select lines to bill.

   • You can bill the entire Work Order or specific lines, allowing multiple billings per Work Order if needed.

2. Billing Multiple Work Orders

   • Use the SM Work Order Billing form from the Viewpoint Main Menu.

   • Enter search criteria to display billable Work Orders (or leave blank to show all).

   • Select the Work Orders and lines to bill (all lines are selected by default; uncheck any you don’t want to bill).

   • Review all selected invoices and their billable amounts in the session list.

   • Click Launch Invoice Review to finalize invoices before posting.

   • Click Process to post to Accounts Receivable via the AR Batch Process form. After posting, invoices are ready for cash receipts.