1. Order Management
  2. Billing and Invoices
  3. Advanced Billing
  4. Creating Billing Schedules From an Estimate or Sales Order

Creating Billing Schedules From an Estimate or Sales Order

You can also create a new billing schedule at the time you enter an estimate or sales order.

To create a billing schedule from an estimate or sales order:

  1. Go to one of the following:

    • Transactions > Sales > Prepare Estimates

    • Transactions > Sales > Enter Sales Orders

  2. On the Billing subtab, select New in the Billing Schedule field.

  3. Follow the steps in Creating Billing Schedules to create the schedule.

  4. A billing schedule created from a transaction can be identified as Public or Private.

    • Private billing schedules show only in the transaction it is created from.

    • Public billing schedules show on any transaction.

    Billing schedules created from a transaction default to Private status.

    To set the status to Public, check the Public box.

    Note:

    Milestone billing schedules cannot be marked public.

  5. Click Save.

If you create a private billing schedule from an estimate, that schedule is attached to items on the resulting sales order. When the sales order is created from the estimate, the private schedule can also be added to new lines you add to the sales order.

When created, private billing schedules can be changed to have a public status, but public schedules cannot be made private.

View the billing schedule list at Lists > Accounting > Billing Schedules, and choose to view Public, Private or All schedules in the top of the page in the Type field. Each private schedule shows a link to its associated transaction and a link to the billing schedule record.

Note:

Editing a billing schedule that is already associated with open sales orders does not update existing instances of the billing schedule on those open orders.

To update existing instances, go to Transactions > Sales > Enter Sales Orders > List to open the sales order and re-save it. Upon saving, the billing schedules are updated with your changes.

Now, you can apply this billing schedule to sales or items to generate invoices. For more information on applying a billing schedule, read Applying Billing Schedules.

Related Topics

General Notices