How to Create General Billing Invoices

• How to create General Billing Invoice(s).

• Need to create and post General Billing Invoice(s). 

• General Billing 

• Invoice Entry and Proof (gbinvent)

• Posting General Billing Invoices 

Informational.

1. Navigate to Invoice Entry and Proof either by searching or via the following path: General Revenues > General Billing > Invoice Processing > Invoice Entry and Proof

2. 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

3. Enter the Customer.

   1. Or to find a Customer, click the ellipsis next to the field and use the Customer Search.  

4. Select an AR code.

   1. Only Charge Codes that fall within the selected AR Code may be added to the Invoice. 

5. Click +1 to assign the next available invoice number or enter the desired Invoice. 

6. Select or clear the Project Strings Apply as needed.

7. Enter the desired Start, Due, and Interest Date. 

8. Enter the number of Installments for the invoice if there will be multiple installments.

   1. Select or clear the Split installments evenly check box.

   2. If installments are not evenly split, complete the Percent, Start, Due, and Interest Date fields as desired.

9. Select a Discount code if desired.

   1. Enter the desired Discount percentage.

10. Select Department if desired.

11. Verify the Cash account.

12. Click Accept or TAB to reach the Proof Detail screen.

13. Select a Charge Code. 

    1. Use the folder icon to access the Charge Codes program and add a new Charge Code if needed: Add a Charge Code

14. Enter the Quantity and/or Price for the Charge Code as needed. 

15. To add additional detail line, click Add. 

16. Select a Charge Code.

17. Enter the Quantity and/or Price for the Charge Code as needed. 

18. Repeat steps 15-17 as desired. 

19. When all desired detail lines have been added, click Back to return to the Proof Header screen.

20. Click Add to enter an additional invoice and repeat steps 3-19 as desired. 

21. When all the desired invoices have been added to the batch, finalize the process and create the invoices by posting the batch: Post General Billing Invoice Entry and Proof batch

Additional resources for working in Invoice Entry and Proof can be found here: Master Article - Invoice Entry and Proof