Create One Time Invoice/Credit Invoice Line
Explanation
Use this activity to create one time invoice/credit invoice line.
This functionality is used for:
- creating a one time credit invoice, without automatically crediting any
later debit invoices on the service’s invoice plan. This is useful for
example when customer is credited a service where the service contract
obligations have not been fulfilled during a particular invoice period.
- creating one time debit invoices. This is useful for example when you
want to debit the customer a one time "start fee" for a service that is
periodically invoiced.
Prerequisites
- The action is enabled for single invoice plan detail lines.
System Effects
- A new invoice plan detail line is created. This line can be invoiced
using the menu action Create Invoice.
Window
Invoice Plan Details
Related Window Descriptions
Service Contract
Service Contract/Invoice Parameters
Invoice Plan Details
Procedure
To create a one time invoice/credit invoice lines for a invoice plan detail
line:
- Open the Invoice Plan Details
window and select the
invoice plan line, right-click and then click Create One Time
Invoice/Credit Invoice Lines...
- In the Create One Time Invoice/Credit Invoice Lines dialog, enter
a from/to date for the invoicing. The invoice amount is by default displayed
as the negative value of the amount on the selected invoice plan detail
line, but the amount can be modified.
- You can enter/modify the invoice text which will be displayed on the
customer invoice.
- Click OK. A new invoice plan detail line is created. Select menu
item Create Invoice on the new Invoice plan details line to invoice
the line.