Line Item Billing

This process allows you to bill the previously returned line items on a contract as well as any sales items on the contract. This option is only available if you have at least one previously closed item on the contract. (go to Close>Partial Return process).

1. When Closing the contract, select Line Item billing from the menu. Next, the line item status of all items will indicate returned.

2. Once you save through the contract, all remaining “Open” items will be moved to the new contract, the new contract will now have a letter following the contract number.

*Note: In this example, contract #751552 will close and the open items will be moved to a new contract 751552A.