1. 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 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
     Select to create invoices for:

     • All customers, or a Branch Range of customers

1. • • , 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.

       
       

     • An Individual Customer, the criteria entered in the Individual Customer fields determine which contracts are invoiced.
       • Select Contract Owner or Bill To Customer.
       • 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.
   • Options
     • Mark

1. • • the Calculate Taxes

1. • •  and/

1. • • or Calculate Commissions

1. • •  checkboxes if you wish to calculate taxes and commissions. Processing is faster when taxes and commissions are not calculated. 

1. • • Mark Include Non-Auto Billed Contracts in Preview

1. • •  to display the non-auto billed contracts in the Preview report. This check box defaults to marked.

1. Select Preview

1.  to preview a list of invoices for the selected period.
2. Select

1. the Create

1.  button to create the invoice(s).
2. Select

1. the Print

1.  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.

After the invoices have been created, a summary report prints, listing the invoices created. 

You can view the periods you have created and posted invoices for by choosing

the Billing

 button on the Maintenance Contract window. If the billing amount has been posted, the posted date appears in the Posted column, and the Year and Period columns fill in accordingly. If a period has not been posted, 0/0/00 appears in the Posted column.