Manually Creating an Invoice Request

Prerequisites

To manually create an invoice request, you should have:

  • Invoice request types defined in the application

  • Entity (i.e., person or account for which you want to create the invoice request) defined in the application

  • Bills generated for the entity (i.e., person or account) in the application

Procedure

To manually 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 in the system. Yes
  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 a list of 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 you want to create the invoice request. Not applicable
    Entity Used to indicate the entity for which you want to create the invoice request. The valid values are:

    • Account

    • Person

    Note: By default, the Account option is selected.
    		 Yes
    Account ID Used to indicate the invoice request which includes the bills of a particular account.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for the respective account.

    This field appears only when you select the Account option from the Entity list.

    		 Yes (Conditional)

    This field is required while specifying the account for which you want to create the invoice request.
    Person ID Used to indicate the invoice request which includes the bills of a particular person.
    Note:

    The Search (The Search Icon) icon appears corresponding to Person ID field. On clicking the Search icon, the Person Search window appears where you can search for the respective person.

    This field appears only when you select the Person option from the Entity list.

    		 Yes (Conditional)

    This field is required while specifying the person for whose accounts you want to create the invoice request.
    Include Person Hierarchy Used to specify whether you want to include the accounts of all the child persons of the main person for creating the invoice request.
    Note: This field appears when you select the Person option from the Entity list.
    		 No
    Cutoff Date Used to specify the date till when all the billable charges are considered for processing the invoice request.
    Note:

    By default, the current date appears in this field.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Accounting Date Used to specify the accounting date for which the financial transaction of the bill is created.
    Note:

    By default, the current date appears in this field.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Bill Date Used to specify the date on which the bill is generated for the entity.
    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.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Comments Used to specify additional information about the invoice request. No
  6. Enter the required details in the Main section.
  7. Define a list of characteristics for the invoice request in the Characteristics section, 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.
    Tip: Alternatively, you can access this screen by clicking the Add button in the Page Title area of the Invoice Request screen.

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