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In addition, you can also group individual invoices into one invoice, so that a customer who has incurred multiple service calls with the same Bill To Customer and Location, can receive one invoice for all those calls, instead of several individual invoices. This is accomplished using Service Batch Invoicing. You can also select to create individual invoices for several customers/costs, and include them in a single batch.

If you have set up a task response type of Repair, and have entered a response that would generate an automatic repair call, you must complete the call from the Appointments window with the Service Call window open - OR - you can set the call to complete directly in the Service Call window. If you attempt to complete the service call by generating an invoice, the repair will not be created. The automatic Repair Call creation is focused on Call Complete and it is recommended to the complete call from Service Call window and allow all appointments to be marked completed as well. If you do not follow this process, the repair call will not be created. Do not mark the call directly to closed as the complete state must be run first through the Service Call window or from the Appointment window (with the Service Call window open). After you have completed the call, you will be able to invoice the call. You will not be able to complete the call from the Invoice window or by posting an invoice with the expectation of an automatic repair call. For more information, see Assigning Responses and Response Types to a Task.

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