How to Create General Billing Invoices

Description of Issue

Add and post General Billing Batch

Context

Munis
General Billing
Invoice entry (gbinvent)
Posting General Billing Invoices

Cause

Informational

Resolution

Navigate to Munis > General Revenue > General Billing > invoice Processing> Invoice Entry and Proof

Begin by either adding or resuming a batch in Invoice Entry and Proof:
1. Add a Batch in Invoice Entry and Proof
2. Resume a Batch in Invoice Entry and Proof
Enter the Customer number.
1. To find a Customer number instead, click the ellipsis next to the field and use the Customer Search.
Select an AR code.
Click +1 to assign the next available invoice number or enter the desired invoice number.
Select or clear the Project Strings Apply as applicable.
Enter the desired Invoice date.
Enter the number of Installments for the invoice if there will be multiple installments.
Select or clear the Split installments evenly check box.
1. If installments are not evenly split, complete the Percent, Start, Due, and Interest Date fields as desired.
Select Discount code if needed.
1. Enter desired Discount percentage
Select Department if needed
Verify the Cash account.
Click Accept or TAB to reach the Proof Detail screen.
Verify the cash account.
Click Accept.
The program displays the Proof Header screen with the Invoice Header fields completed.
Select Charge Code
1. Use folder button to add a new charge code.
Enter additional line items or press tab to complete the remaining fields.
Click Accept.
Click Back to return to the Proof Header screen.
Click Back to return to the Invoice Entry and Proof screen.
Click Output Post.
Define the output screen
Click OK.
If no errors are detected, the program displays the following message: No errors have been detected. The invoices(s) are ready for posting. Do you want to update files?
1. Click Yes or No to update files/post
Click Yes or No to change the invoice message.

Additional Information