SM Agreement Invoice Review Form
Use the SM Agreement Invoice Review form to edit, preview, and post invoices for agreement billings.
Access this form using any of the following methods:
In SM Agreement Billings Due, select the Create check box for an agreement and click the Launch Invoice Review button
SM Invoices - Double-click on a selected Agreement invoice
SM Agreements - Select the Invoice grid and then double-click on a selected invoice
SM Customers - Select the Invoice grid and then double-click on a selected Agreement invoice
You can only generate invoices for active agreements. The system determines billings due (in SM Agreement Billings Due) based on the billing schedule defined for the agreement or for periodic services on the agreement that are flagged for separate billing.
Once you generate an invoice, you can edit the invoice header information. Invoice detail is not shown on the invoice form and is therefore, not editable. However, it is included when you print the invoice.
The following are related tasks.