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1. Go to Microsoft Dynamics GP > Tools >Routines > Service Management > Service > Service Batch Invoices.
2. The Service Batch Invoicing window displays with the Call Status Completed filter defaulted to marked.
3. Select Redisplay to view the completed service calls, or optionally set the following filters to narrow the results that display and then choose Redisplay. 
   1. Choose the appropriate Lookup method for the Customer Number lookup which follows.
      • Billing Customer:
        Sets the filter of the result set based on the Bill to Customer Number of the service call.
      • Service Customer:
        Sets the filter of the result set based on the Service Customer of the service call.
   2. Set the appropriate Filters:
      • Customer Number:
        Use the lookup to choose the customer number. The lookup window opens the appropriate lookup window based on the Lookup by marked above.
      • Division:
        Choose a single Division filter or leave empty to display all Divisions.
      • Call Status:
        Choose Completed and/or Open. Typically, you initiate the invoicing process for Completed service calls.
      • Call Type:
        Choose a single Call type filter or leave empty to display service calls for all Call Types (excluding MC and MCC).
      • Completed As Of:
        If you are filtering for Completed service calls, enter the cut-off date to be used in the query. For example, if enter January 1, 2019 all completed calls with a completion date equal or prior to January 1, 2019 will be returned.
      • Branch:
        If your user profile allows you access to multiple global filter branches, you can choose to further filter the service calls to a single branch, or you can see service calls for multiple branches in the returned service call list.
4. The scrolling window displays the service calls that match the filtering criteria.
5. The following columns display for each service call:
   • Service Call:
     Displays the service call ID
   • Billing Customer:
     Displays the Billing Customer Number and Billing Customer Name associated with this service call ID.
   • Bill Address:
     Displays the Bill To Address from the service call.
   • Division:
     Displays the Division of the service call.
   • Type of Call:
     Displays the Division of the service call.
   • Service Customer:
     Displays the Service Customer Number and Service Customer Name from the service call.
   • Service Location:
     Displays the Location of the service from the service call.
   • Call Completion Date:
     Displays the Completion Date of the service call.
   • Unposted Cost:
     If there are any unposted costs related to the service call, this field displays Yes. Otherwise this displays No.
6. To view the service call, right-click on the service call and select View Service Call  from the context menu to open the Service Call window.
7. To view a service call's unposted costs, right-click on the service call and select View Unposted Cost from the context menu to open the Unposted Costs window.
8. Choose the service calls to be invoiced by marking the check box to the left of each service call or select Mark All to select all displayed service calls. (You can unmark all the marked service calls by choosing Unmark All.)
9. Choose Next to open the Create Service Invoices window.

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1. Enter the (required) Batch Number or use the Batch Lookup button to select an existing batch. If you enter a batch number that does not currently exist, you will be prompted to create the batch.
2. Enter the Document Date. This defaults to the system date. This date will be assigned as the Invoice Date on the generated service invoices.
3. In the Cost Codes section, all cost codes are marked to be included in the invoicing process. To exclude any cost code, unmark the check box. Unmarking a cost code removes associated transactions from the billing process and the cost code total, as well as the billable subtotal, updates accordingly.
4. The Batch Totals section displays the Billable totals of the invoices displayed in the scrolling window. Sales tax is not yet calculated so it is not shown in the Batch Totals.
5. In the service call scrolling window, the following columns display for each service call:
   • Service Call Billing Customer -
     Displays the Billing Customer Number and Billing Customer Name.
   • Billable Equipment -
     Total of all billable values for the Equipment cost codes.
   • Billable Materials -
     Total of all billable values for the Materials cost codes.
   • Billable Labor -
     Total of all billable values for the Labor cost codes.
   • Billable Subs -
     Total of all billable values for the Subcontractor cost codes.
   • Billable Other -
     Total of all billable values for the Other cost codes.
   • Billable Subtotal -
     Subtotal of all billable values shown above.
6. You can choose to exclude/include individual transactions on the service call. To do so, right-click on a service call and select Service Call Transactions from the context menu. This opens the Service Call Transaction window to display the cost transactions on the service call.
   • Unmark a transaction to remove it from the service invoice for the current billing. When editing is complete, choose Close to return to the Create Service Invoices window.
   • If the Billing Subtotal has changed due to a transaction being unmarked, the Edited icon displays to indicate the change. Note that the Cost Codes are no longer available to be marked/unmarked in the Create Service Invoices window.
7. To view the service call, right-click on the service call and select View Service Call from the context menu to open the Service Call window.
8. When editing is complete, choose Preview to display the invoice lines on a preview report. Tax is not included as the tax is calculated at the time the invoice is created. The report is sorted by customer and location. Note: Sales Tax is not included as the tax is calculated at the time the invoice is created.
9. Choose Create to create the invoices to the batch that was provided.
10. If you have are generating invoices for a single Bill to Customer and Address, a message displays asking if you want to create an Service Invoice Summary Number.

    • Choose Yes to create a statement of charges for all invoices included in the current list. Each service invoice included in this summary of charges will also print individually. You can use the Service Invoice Summary Number in the Apply Sales Documents window to easily locate the associated service invoices for payment distribution. See Applying payments using the Service Invoice Summary Number. 

      Note

      The numbering convention for the Invoice Summary Number is to use the lowest invoice number included in the batch and then append this with the number of invoices in the summary. For example, if you have three invoices: SRVCE0002, SRVCE0003, and SRVCE0004, the Invoice Summary Number would be SRVCE0002-3. Should you delete an invoice prior to posting, the Service Invoice Summary Number is not regenerated. This name remains unique, which is an important element.

      
      

    • Choose No to create each individual invoice without a Service Invoice Summary statement.
    • Choose Cancel to return to the Create Service Invoices window without creating any invoices.
11. When the creation process is complete, a window displays giving you the opportunity to print the invoices now or they can be printed later in the invoicing cycle.
    • Select Yes to open the Print Service Invoices window.
    • Choose No to print the invoice later (Microsoft Dynamics GP > Tools >Routines > Service Management > Service > Service Batch Print Invoices). After you choose No, you are returned to the Service Batch Invoicing window where you can continue to invoice other completed service calls.

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