Making contracts invoiceable
Procedure
1. From the Contracts list, select a contract or on the actions menu, add a new contract by clicking on Add service contract or Add lease contract.
2. In the data section, fill the mandatory fields with relevant information to make a contract invoiceable. For a description of these fields, refer to Contract invoiceable fields.
3. Click Save.
4. Click Contract details in the selection level and descend to Contract lines. You will see all the corresponding contract lines for the selected contract.
5. Select a contract line from the list for which you want to create an invoice.
6. In the data section, verify the mandatory fields.
7. You should perform a trial closure and close the amounts for the contract before you can add an invoice to it. Since the financial data is crucial for accounting and invoicing purpose, Essentials Edition enables you to run a trial closure and check for any mistakes before the amounts are closed definitively.
8. Select an address from Payment address of external party, if there are contract lines for which invoices are to be sent to another address than the invoice address specified on the contract.
A separate invoice will be created for the closed amounts of this contract line. If there are several contract lines with the same deviating invoice address, they will be grouped into one invoice.
A separate invoice will be created for the closed amounts of this contract line. If there are several contract lines with the same deviating invoice address, they will be grouped into one invoice.
A contract should be in active status to be able to add an invoice. To know more about invoices, refer to the Invoices documentation.