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Once all costs have been added to an invoice, you can print the invoice. Invoices can be printed individually or by batch. For information on batch printing invoices, see see Batch printing invoices and credit memos.

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and choose the History indicator.
3. Double-click a call.
4. Choose Invoice.
5. Choose Print and select an invoice format.
6. Choose a print destination and choose OK. There are eight modifiable invoice formats. The credit memo format is modifiable and is used when printing credit memos. The GST invoice format is used with GST.
   • Invoice 1:
     Only cost fields with costs entered are shown.
   • Invoice 2:
     This invoice is similar to the first format except the itemized costs are double-spaced.
   • Invoice 3:
     The invoice description is printed below the "Description of Work Done" subtitle. If the Signature Multicurrency Management module is registered, invoice 3 is modified to print the originating amounts if your transaction is in the originating currency. If your transaction is in the functional currency, invoice 3 will print the functional amounts. See Multicurrency management module.
   • Invoice 4:
     This is a two-page invoice. The invoice description is printed below the "Description" subtitle. If no cost was added for a cost category, $0.00 is listed. The second page lists the tax detail for each cost category, the total tax, and total invoice amount If the Signature Multicurrency Management module is registered, invoice 4 is modified to print the originating amounts if your transaction is in the originating currency. If your transaction is in the functional currency, invoice 4 will print the functional amounts. See Multicurrency management module.
   • Invoice 5:
     The invoice description prints in the center of the invoice. Below the description are the cost totals without descriptions for equipment, material, labor, subcontractor, and other costs. If no cost was added for a cost category, $0.00 is listed for that category.
   • Invoice 6:
     The invoice description is printed in the center of the invoice. Below the description are the cost totals without descriptions for equipment, material, labor, subcontractor, and other costs. If no cost was added for a cost category, $0.00 is listed. The comments are double-spaced below the total sales tax and invoice total.
   • Invoice 7:
     This invoice format omits the individual cost totals and prints just the total sales tax and total invoice amounts.
   • Invoice 8:
     This invoice style subtotals on cost codes. Labor also subtotals by job title and pay code.

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Batch printing invoices and credit memos

You can batch print service call invoices and credit memos through the Receivables Batch Entry window.

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• Unposted costs are displayed in the Service Invoice window. If you have multiple users entering costs for a single service call, or as you save or post additional costs, you may need to choose the Redisplay button to refresh the window to update the costs displayed.
• If the setup option is set to not allow posting invoices with unposted costs, and you have unposted costs on the service call, you can save the invoice, but when you attempt to post the invoice, you will receive a message indicating the invoice cannot be posted.
• If unbilled costs (committed or posted) are entered on a call when the invoice has already been saved, when opening the Invoice Entry window, a message will display that asks if you want to include the additional costs. Choosing Yes will include the additional costs, choosing No will not include the costs. To display the message again once the window is open, choose the Redisplay button.
• No unposted costs are invoiced, regardless of the unposted cost setting in Invoice Options. For more information about invoicing cost options, see Choosing invoice optionsInvoice Options.
• If you have a need to create multiple invoices per service call, or you would like to be selective about which actual costs you are invoicing at what time, we recommend that you use the Process Service Invoices window for invoicing the service call. For more information, see Processing service invoices.

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If you have a need to create multiple invoices per service call, or you would like to be selective about which actual costs you are invoicing at what time, we recommend you use the Process Service Invoices window. For more information, see Processing service invoices.
You only can edit an invoice from the Process Group Invoices window. However you can view a saved or posted invoice from the Invoice Inquiry window.
You can use the Invoice Inquiry Lookup window to view invoices. If the invoice was created in:

• Process Group Invoices:
  The invoice is viewed as display-only in the Invoice Inquiry window and cannot be edited.
• Service Invoice:
  The invoice is opened in the Invoice Entry window and can be edited.

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