Difference between revisions of "Schedule Planned Billing"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 28: | Line 28: | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary# | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#agreements_Number|Agreement Number]] |
|- | |- | ||
| | | | ||
Revision as of 14:47, 10 January 2023
| |||
| Navigation | |||
| Select Agreements > Billings | |||
| Overview | |||
| Desc Here | |||
| • Mark the All radio button to process all agreements based on a cut-off date. | |||
| • Mark the Selected radio button to use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the invoice date using the Invoice Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by Agreement Type | |||
| • Filter by Customer Number | |||
| • Filter by Agreement Number | |||
