How To Create A Bill For A Specific Service Agreement
Most bills contain a bill segment for every service agreement linked to the account. If you want to produce a bill that contains bill segments for a subset of service agreements (e.g., you want to create a one-time invoice for an account's billable charge service agreement), follow these steps:
• If you have already selected the customer (say on Control Central), select > option on the account context menu.
context menu. This will transfer you to this page with the respective account populated.
• If you haven't selected the account, use Menu to navigate to > > > and then select the
Account ID using the adjacent
search button.
• Click the
save button to create a bill without bill segments for the account.
• Select the SA ID of the service agreement for which you want to create a bill segment.
• Click the
Generate button to generate a bill segment.
◦ If there are no errors, the
Bill Segment Freeze Option on the
installation option controls the next step:
◦ If this option is set to Freeze At Bill Completion, return to
Bill - Main (using the bill context menu) and click the
Freeze / Complete button.
◦ If this option is set to Freeze At Will, click the
Freeze button and, if everything looks clean, return to
Bill - Main and click the
Complete button.
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