Unbilled Item Listing

Facilitate billing and invoice generation for adhoc charge items in the system. This involves generating manual generation of invoice for adhoc charges created under a customer account.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Unbilled Item Listing.

Guide

1. Filter the charges by searching the Business Entity in the search bar.

2. Select the item by ticking the tick box on the left then click the Generate Invoice for Selected Unbilled Item(s).

3. Verify data:

• Customer Name
• Customer Number
• Account Number
• Credit Type
• Charge Type
• Description
• Accounting Start Date
• Accounting End Date
• Amount
• Tax
• Amount + Tax
• Created Date

4. Once done, click the Generate button.

Related Articles

• Cash Charge Listing
• Deposit Listing for Operations
• Recoverable