How To Create A One-Time Invoice

The following points describe the steps necessary to create and bill a one-time invoice:

  • If the customer to be invoiced doesn't already have an appropriate billable charge service agreement, create one. The easiest way to do this is from Start/Stop Service.
  • Use Maintaining Billable Charges to add a billable charge for the service agreement. The billable charge contains the invoice lines and amounts. The system will produce the bill for this charge when the account's bill cycle next executes. If you can't wait until that time, proceed to the next step.
  • If you created a new billable charge service agreement in step 1, you must activate it before billing can bill it. To do this, transfer to Service Agreement - Main Information and click the activate button.
  • Refer to How To Create A Bill For A Specific Service Agreement for instructions describing how to create a bill with a bill segment for the billable charge service agreement.