Service Call – Customer Billing

This allows you to create customer billing from a closed service call.

1. You will need to close the service contract to bill the customer. 
   
   
2. Please note that it is recommended to only bill a closed service contract, as there may be charges that have not yet been entered into the contract. If you choose to create customer billing while the contract is still open, you will see the following message.
   
   
   
3. You can either right-click on the service contract from Day at a Glance or go to Counter System>Close Contract and enter the service call contract number.   Please note that once the service contract is closed, the status will change from open to repair. The service call will disappear from Day at a Glance.
   
   
   
4. From within the close contract, go to Tools>Create Customer Billing and select the customer.
   
   
   
5. The Customer will be added to the new sales contract. You must have sales item miscellaneous record created as MS-1 Miscellaneous Sale Item as part of your inventory. (For multiple locations us MS-2, MS-3) This will be added to the item Key on the billed contract with the item being sold. Please note that the sales contract has been created with Item Key as MS-1. Also under the Contract Link, the service call number is shown.
   

If the user wants the cost of goods entries for the parts/sales items to go against the customer invoice instead of the repair contract, that can be accomplished by turning on the configuration under the Transactions section of Elite Browser Configurations. The configuration is labeled 'IRO Customer Billing'. With this enabled, the actual parts/sales items will be moved to the customer invoice instead of being represented by miscellaneous items.