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Note
  • If certain errors occur while creating batch invoices that are not currently logged on the Exception Report, we recommend going to the Receivables Batch Entry to print a Microsoft Dynamics GP Receivables Management Batch Edit list. (Transactions > Sales > Receivables Batches.)
  • An invoice cannot be created if the customer is inactive.
  • Quoted service calls are not supported with Service Batch Invoicing.


Info

Service Batch Invoicing has replaced Service Invoice Processing, which was deprecated across two releases, Signature 2018 R3 and Signature 2018 R4.

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  1. To access the Apply Sales Documents window, go to Transactions > Sales > Apply Sales Documents. This window can also be accessed from the Transactions > Cash Receipts window > Apply button. 
  2. Enter the Customer ID used as the Bill to Customer for the service invoices or use the Customer ID lookup to select the appropriate customer.
  3. The Type of transaction defaults to Payments. No changes are necessary.
  4. Select the Document Number you wish to apply as payment using the lookup provided. When using the lookup, a list of Open (unapplied) Cash Documents display.
  5. Select Additional in the top-level window navigation, and then select Service Inv Summary Filter.
  6. In the Service Invoice Summary Filter window, select the lookup to open the Service Invoice Summary Number Lookup window. All prior Service Invoice Summaries generated for this Bill to Customer display.
  7. Select the appropriate Service Invoice Summary Number row and then click Select.
  8. To filter the list of documents returned for this Bill to Customer, select Apply Filter. Otherwise, select Close to close the Service Invoice Summary Filter window.

  9. The scrolling window in the Apply Sales Documents window re-populates with only those invoices that were included in the Service Invoice Summary. 

    Note

    If the scrolling window is cleared and no Service Invoices display, the related Accounts Receivable batch has not yet been posted.


  10. Mark the checkboxes for the invoices that the payment should be applied to. 

    Note

    Auto Apply is disabled because its functionality would override the Service Invoice Summary filter and would apply the payment based on the Microsoft Dynamics GP functionality.


  11. Select OK to apply the payment to the selected invoices.
  12. Close the Service Invoice Summary Filter window. You can repeat the filtering process to continue applying payments.

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