The Invoicing Assistant is the first tab in the Invoicing Module. It evaluates opportunities and recommends invoices to create based on work status. These recommendations appear in a list, which you can filter, sort, and group like other lists in Aspire. Items represented on this screen aren’t invoices. Instead, each line represents a recommendation from which you can create invoice batches.
Things to know
Use the quick filters below the search bar to quickly filter by date, properties, branches, invoice types, and invoice timing.
The Complete Date only appears for Per Service invoice types. For all other invoice types, the Complete Date column is blank.
Videos
Watch the videos below for an in-depth overview of what the Invoice Assistant is and how it works.
Creating Invoice Batches
Rows that are Ready, Future Invoice, or Overdue whose invoice type is Fixed Price Open Billing may be invoiced by clicking on the row.
For other invoice types, invoices that are Ready or Overdue have a checkbox in front of them. Selecting the checkbox, and choosing the Generate Invoice option from the Bulk Actions menu will create an invoice batch for the selected invoices.
Invoice Recommendation Statuses
The following table explains the different status values that can display on invoice recommendations within the Invoicing Assistant. Clicking on a recommendation for which intervention is required (Address Required, Terms Required, or Tax Jurisdiction Missing) directs you to the screen on which the necessary information can be provided.
Status | Description | Clicking row Directs to... |
| Ready to be invoiced | For rows with invoice type of Fixed Price Open Billing, goes to the Invoice Open Billing screen. For others, goes nowhere. |
| Ready to be invoiced and overdue | For rows with invoice type of Fixed Price Open Billing, goes to the Invoice Open Billing screen. For others, goes nowhere. |
| Can be invoiced (only applies to Fixed Price Open Billing invoice type) | Goes to the Invoice Open Billing screen. |
| More work must be done before this can be invoiced (only applies to Fixed Price on Payment Schedule work orders) | Nowhere - cannot yet be invoiced. |
| A billing address must be provided for the opportunity | Opportunity invoice screen to enter the payment address. |
| Billing terms must be provided on the property | Property to add payment terms. |
| Tax jurisdiction must be specified on the property | Property to add tax jurisdiction. |
