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Creating the invoice

1. Choose Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create Invoices.
2. Complete the following fields, as necessary.
   • Date
     Use the drop-down lists in the From and To fields to select the range. You can choose select from the following ranges: enter date (the ability to enter a starting and ending date), current date, beginning of month, and end of month.
   • Invoice
     Choose Select to create invoices for All customers, an Individual Customer, or a Branch Range. Complete the branch range or individual customer information, if applicable.
   • Options
     Mark the check boxes checkboxes if you wish to calculate taxes and commissions. Processing is faster when taxes and commissions are not calculated.
3. Choose Select Preview to preview a list of invoices for the selected period.
4. Choose Select the Create button to create the invoice(s).
5. Choose Select the Print button on the Maintenance Invoicing window to print the invoices. Select one of four invoice format options for maintenance billing. All four invoice formats include customer and address, date, contract number, purchase order number, contract type, billing date, invoice number, amount, tax, and total. If the contract contains a billing note, it prints on all invoices. Minor differences include: when using Multicurrency Management with maintenance contracts and master contracts, invoice 1 prints originating amounts instead of functional amounts; when printing multiple invoices for the same customer, invoice 2 and 3 print the invoices on one page. For invoice examples, see Maintenance Contract Invoice.

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