Run contract invoicing

You use the Customer contracts (CT301000) window to run the invoicing process for a contract as long as the contract has the Active or Pending upgrade status. You use the Run contract invoicing (CT501000) window to run the invoicing process for a number of contracts at once.

1. Go to the Customer contracts (CT301000) window.
2. In the Contract ID field, select the contract you want to invoice.
3. Click Actions and then select Run contract invoicing.

   If the selected contract is configured to be invoiced on demand, the Invoicing on demand dialogue box is displayed, where you can enter the invoice date.
   If the operation completes successfully, the green check mark appears in the window toolbar.

After the operation completes, you can view and further process the generated invoice in the Sales history tab of the window.

Run invoicing process for multiple contracts

1. Go to the Run contract invoicing (CT501000) window.
2. In the Invoicing date field, select the date of invoicing.
   The list of contracts that require invoicing on that date is generated.
3. Optional: Narrow the list of contracts by selecting any combination of a contract template, customer class, and particular customer.
4. Do one of the following:
   • To invoice all listed contracts, click Process all.
   • To invoice only selected contracts, select the unlabelled check boxes for the contracts you want to invoice, and click Process.

   If the contracts were invoiced successfully, the system marks them with green check marks.
   When you initiate invoicing for all contracts or selected ones, invoices are generated for each contract and each customer involved.
   You can view and further process generated invoices on the Sales history tab of the Customer contracts (CT301000) window for each contract.
   Also, you can use invoice-related windows for further processing.
   For details, see: Process invoices - overview.