[SM] How to Bill a Service Management Work Order

There are 2 ways to bill an SM Work Order. You can bill either from the WO itself or the SM Work Order Billing form.

Bill 1 Work Order at a time.

From the SM Work Order hit the Bill WO button in the lower portion of the form. This will bring up the Invoice review form for you to enter the Invoice (or accept the default Invoice #) and select lines from the WO to bill. (Note, you can bill the whole WO or specific lines from the WO, so theoretically you could have many billings per Work Order.)

The Invoice Review Form:

Billing Multiple Work Orders - You may wish to bill many Work Orders at once. To do this you can use the SM Work Order Billing form from the Viewpoint Main Menu.

See the Form below:

#1 You can enter the search criteria for the WO's you want to show on the Billing form. If left blank it will show all billable Work Orders.

#2 Here you can select which Work Order and more specifically which lines on the Work Orders you wish to bill. By selecting the Work Order the software automatically select all the associated lines. If you do not wish to bill them all simply uncheck the lines you do not wish to bill.

#3 This section shows all the invoices you currently have in your session (All Work Orders selected for billing) This also shows the Billable amount for the invoices.

Once you have selected all your Work Orders to bill you can press the Launch Invoice Review screen (See Screenshot above) to make a final review of the invoice(s) that you wish to bill before posting them to Accounts Receivable.

To Post to Accounts Receivable select the Process button from Invoice review. This will bring up the Accounts Receivable Batch Process form for you to validate and post. Once Posting is complete the Invoice will be in accounts Receivable to apply a Cash Receipt against.