The Invoices sub-menu option is available
within the Finance tab when the option has been enabled by the system
administrator. Invoices allows support organizations to charge Customers
for support services provided, and manage Items purchased with Service
Contracts.
(For more information about enabling Billing, see: Setup>Billing within the Administrator Guide.)
An Invoice can be created when an Item and Service Contract is ordered by a Customer. Alternatively, Invoices can be created for Service Contracts alone, as the Item may already exist in the system.
Invoices can be generated by the system through the following screens:
Within the Invoices section
When an Incident is created against an out-of-contract Item
When an Item, Customer or Organizational Unit is created, or edited to assign a new SLA.
The following sections are covered within Invoices:
Invoice creation - creating an invoice for a Service Contract or an Item with a Service Contract
Invoice summary screen - Summary tabs, emailing and editing an Invoice, and information about an Invoice Status
Invoice payment and delivery - processing an Invoice when payment is required.