A Field Ticket requirement can be set in the Company Invoice Parameters, so a Field Ticket# is
required on every invoice.
On Account Field ticketed invoices do not post through the standard
Daily Close 1.
Instead the Field Ticket Billing utility is
used to approve, and compile charges to form a single invoice by
customer.
Billing the selected field tickets merges the invoices and
immediately posts them into Batch status ready for Daily Close 2.
e.g. An Engineer does work at several jobs, generating multiple invoice/tickets that need to be billed as a single invoice with engineer’s signature
Cash invoices also require a field ticket# but cash invoices do
not require approval as payment is already received.
Cash invoices are posted through the standard Daily Close 1.
Assigning the Field Ticket on the Invoice:
This window can be used to assign the Field Ticket number to this
invoice.
Field Tickets that are assigned by the software are prefixed with
the letter 'C'.
The operator can over-type the Field Ticket# at the time it
is created if required.
This window also provides the ability to approve the invoice in
preparation for billing.
The Field Ticket number and the approval flag is reflected in
Field Ticket Billing when the invoice is
selected for billing.
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