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If you select to invoice All customers, or a Branch Range of customers, or by Contract Type, both master contracts and unassigned maintenance contracts are invoiced.
Note When filtering and then invoicing for a contract type, if individual contracts that are under the same master contract have different contract types, only the contracts with the filtered contract type will be invoiced.
- If you select to invoice an Individual customer, the criteria you enter in the Individual Customer fields at the bottom of the window determine which contracts are invoiced.
- Select the Customer Name and then select Create to invoice all master contracts and unassigned maintenance contracts for that customer.
- If you also enter a Location Name, only the unassigned maintenance contracts for that customer and location are invoiced. Master contracts can span multiple locations, and therefore would not be invoiced.
- If you use the lookup window in the Contract Number field to select a contract, all maintenance contracts display. You can only select unassigned maintenance contracts in this field. If you select or enter an assigned maintenance contract number, you receive an error message alerting you that the contract cannot be invoiced separately.
If you select to invoice by Contract Type, the selected Contract Type at the bottom of the window determines which contracts are invoiced.
Note When filtering and then invoicing for a contract type, if individual contracts that are under the same master contract have different contract types, only the contracts with the filtered contract type will be invoiced.