Manually Creating an Invoice Request

Prerequisites

To create an invoice request, you should have:

  • Invoice request types defined in the application

  • Bills created in the application

  • Account and Person entity defined in the application

Procedure

To create an invoice request:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Billing Management and then click Invoice Request.
    A sub-menu appears.
  3. Click the Add option from the Invoice Request sub-menu.

    The Add Invoice Request window appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Invoice Request Type Used to indicate the invoice request type using which you want to create the invoice request. Yes
    Tip: Alternatively, you can access this window by clicking the Add button in the Page Title area of the Invoice Request screen.
  4. Select the required invoice request type from the Invoice Request Type list.
  5. Click OK.

    The Invoice Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the invoice request.

    • Characteristics - Used to define the characteristics for the invoice request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Invoice Request Type Indicates the invoice request type using which the invoice request is created. Not applicable
    Entity Used to indicate the entity using which you want to create an invoice request. The valid values are:

    • Account

    • Person

    Note: By default, the Account option is selected.
    		 Not applicable
    Account ID Used to indicate the account for which you want to create an invoice request.
    Note: The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.
    		 Yes
    Person ID Used to indicate the person for whom the invoice request is generated.
    Note: The Search The Search Icon icon appears corresponding to Person ID field. On clicking the Search icon, the Person Search window appears.
    		 Yes
    Cutoff Date Used to specify the date till when the billable charges are considered for processing the invoice request.
    Note: By default, the current date appears in this field.
    		 No
    Accounting Date Used to specify the accounting date of the bill.
    Note: By default, the current date appears in this field.
    		 No
    Bill Date Used to specify the processing date on which the bill is completed.
    Note:

    The bill date cannot be on or earlier than the last bill date of the account.

    By default, the current date appears in this field.

    		 No
    Comments Used to specify additional information about the invoice request. No
  6. Enter the required details in the Main section.
  7. Define characteristics for the invoice request, if required.
  8. Click Save
    The invoice request is created in the Draft status, and the status of all the records (in the invoice request) is set to Pending.

Related Topics

For more information on... See...
Invoice Request screen Invoice Request (Used for Searching)
How to define a characteristic for an invoice request Defining a Characteristic for an Invoice Request