Invoicing Assistant Screen

The Invoicing Assistant evaluates opportunities and recommends the creation of invoices based on their invoice type, timing, and the current disposition of the work being completed on the opportunity. Items represented on this screen are not invoices, but rather each line represents a recommendation from which you can create an invoice.

These recommendations are displayed as a search list which can be controlled by the filters available by clicking the Filtericon similar to any other search list.

Commonly used filters are provided directly on the Invoicing Assistant screen for the As of Date, properties, branches, invoice types, and invoice timing. These special filters are described in Special Invoicing Assistant Filters.

The Invoicing Assistant screen is available by selecting the Invoicingicon on the Aspire Navigation Bar.

Initiating Invoice Batch Creation

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 shows and 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

Invoice Timing - Recommended portions of the month to focus on applicable to Invoice Types of Contract Fixed Payment