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Processing Billing Documents

This job aid contains instructions related to processing of customers' billing documents for service orders and appointments in MYOB Acumatica.

Generating a Billing Document from a Particular Appointment

  1. Open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the appointment for which you want to generate the billing document.
  3. In the Appointment Nbr. box, select the appointment for which you want to generate the billing document.
  4. On the More menu (under Processing), click Run Billing.

 

Generating Billing Documents from Multiple Appointments

  1. Open the Run Appointment Billing (FS500100) form.
  2. In the Generated Billing Documents box, select one of the following values:
    1. If the AR Documents option button is selected on the Service Order Types (FS202300) form for the related service order type, select AR Documents and/or AP Bills.
    2. If the user selects the Sales Orders option button, they should select Sales Orders.
    3. If you select the SO Invoices option button, choose SO Invoices.
    4. If you select the Project Transactions option button, choose Project Transactions.
  3. If needed, in the Billing Cycle box, select the billing cycle to generate invoices for the appointments associated with this billing cycle only.
  4. If needed, in the Billing Customer box, select the customer to generate invoices for this customer only.
  5. If needed, in the Up to Date box, select the date up to which you want the system to display appointments in the list. The system selects the current business date by default.
  6. Select the Ignore the Time Frame check box to show all completed and closed service orders in the list. The system will show all completed and closed service orders, regardless of their billing cycle grouping settings, in the list.
  7. In the Billing Date box, choose the date for the generated documents.
  8. In the Billing Period box, check the period to be used in the generated documents.
  9. If needed, if the Sales Orders option is selected in the Generated Billing Documents box, do the following:
    1. To also create an invoice for each sales order generated by the process, select the Prepare Invoice check box.
    2. If you select the Prepare Invoice check box, the system will automatically release the created invoice when you select the Release Invoice check box.
    3. To send an email with each generated sales order to the associated customer, select the Email Sales Order/Quote check box.
  10. To process sales orders of the order type based on theIN order template by using the quick process set up for sales orders, select the Use Sales Order Quick Processing check box. Do one of the following:
    1. To process all listed appointments, click Process All on the form toolbar.
    2. To process only selected appointments, select the unlabelled check box in the row of each appointment you want to process, and on the form toolbar, click Process.

 

Allowing Billing for a Service Order

  1. Open the Service Orders (FS300100) form.
  2. In the Service Order Type box, select the service order type related to the service order for which you want to allow generation of invoices.
  3. In the Service Order Nbr. box, select the service order that you want to complete.
  4. On the More menu (under Processing), click Allow Billing.

 

Allowing Billing for Multiple Service Orders

  1. Open the Process Service Orders (FS501100) form.
  2. In the Action box, select Allow Billing.
  3. In the Service Order Type box, select the service order type of the service orders for which you want to allow generation of invoices.
  4. In the Branch box, select the branch that specifies the service orders for which you want to allow generation of invoices.
  5. In the Branch Location box, select the branch location specified for the service orders for which you want to allow generation of invoices.
  6. In the Customer ID box, select the customer that made service orders for which you want to allow generation of invoices.
  7. In the Service Contract ID box, select the service contract related to the service orders for which you want to allow generation of invoices.
  8. In the From Date box, specify the start date that will display the service orders in the list.
  9. In the To Date box, enter the end date until which the system will display the service orders in the list.
  10. Do one of the following:
    1. Click Process All to allow generation of invoices for all the listed service orders.
    2. Select the unlabelled check box in the row of each service order for which you want to allow generation of invoices. Click Process.

 

Generating a Billing Document for a Service Order

  1. Open the Service Orders (FS300100) form.
  2. In the Service Order Type box, select the service order type related to the service order for which you want to generate the billing document.
  3. In the Service Order Nbr. box, select the service order for which you want to generate the billing document.
  4. On the More menu under Processing, click Run Billing.

 

Generating Billing Documents for Multiple Service Orders

  1. Open the Run Service Order Billing (FS500600) form.
  2. In the Generated Billing Documents box, select one of the following values:
    1. If the AR Documents option button is selected on the Service Order Types (FS202300) form for the related service order type, select AR Documents and/or AP Bills.
    2. If the Sales Orders option button is selected, select Sales Orders.
    3. If the SO Invoices option button is selected, select SO Invoices.
    4. If the Project Transactions option button is selected, select Project Transactions.
  3. In the Billing Cycle box, select the billing cycle to view (and generate invoices for) the service orders associated with only this billing cycle.
  4. In the Billing Customer box, select the customer to view (and generate invoices for) the service orders of only this customer.
  5. In the Up to Date box, select the date up to which you want the system to display service orders in the list. The system selects the current business date by default.
  6. Select the Ignore Time Frame check box to see completed and closed service orders in the list.
  7. In the Billing Date box, choose the date for the generated documents.
  8. In the Billing Period box, check the period to be used in the generated documents.
  9. If needed, if the Sales Orders option is selected in the Generated Billing Documents box, do the following:
    1. To also create an invoice for each sales order generated by the process, select the Prepare Invoice check box.
    2. If you select the Prepare Invoice check box, the system will automatically release the created invoice when you select the Release Invoice check box.
    3. To send an email with each generated sales order to the associated customer, select the Email Sales Order/Quote check box.
  10. To process sales orders of the order type based on theIN order template by using the quick process set up for sales orders, select the Use Sales Order Quick Processing check box. Do one of the following:
    1. To process all listed service orders, click Process All on the form toolbar.
    2. To process only selected service orders, select the unlabelled check box for each service order you want to process, and on the form toolbar, click Process.