Snow Invoicing
  • 03 Feb 2023
  • PDF

Snow Invoicing

  • PDF

Article summary

Invoicing Seasonal Snow Contracts

Since seasonal snow contracts are set up with fixed monthly payments, those invoice recommendations will be reflected on the Invoicing Assistant screen each month as depicted below. Once an invoice has been created based on any of the recommendations, the recommendation will drop off the list in the Invoicing Assistant.

When invoicing seasonal snow contracts from the Invoice Assistant screen each month, note the following:

  1. It is ideal for you to send out available invoices as soon as you are ready to do so.
  2. You select the invoice type of Fixed Payment since all seasonal snow contracts are, by definition, of this invoice type. This will appropriately narrow down the list of recommended invoices.
  3. You choose the month for which you are billing.  Note that for fixed payment invoices, only invoices recommended for creation in the specified month will be displayed – even if there are un-invoiced recommendations in the prior month.  Therefore, you should look back on selecting prior months to verify that there are no invoice recommendations for which you have not yet generated invoices.
  4. To generate invoices, you click the checkboxes in front of all recommendations to be invoiced and then select Generate Invoice from the Bulk Actions menu.  
  1. This displays the Set Invoice Date screen where you specify the invoice date. It is important that the chosen date specify the month in which you wish the invoiced revenue to be recognized, backdating if necessary. 
  1. Click Save to display the invoice Batch screen where you can complete the batch as described under the Batch screen.

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
ESC

Eddy AI, facilitating knowledge discovery through conversational intelligence