Invoice Generation

The Invoice Generation screen can be used to generate Call or Contract Invoices within Call2Field. The type of Invoice you wish to generate is controlled by a toggle at the top of the screen. This will also change the fields present on the screen to give you options relevant to your Invoice Type.

This screen is purely for the generation of Invoices. To view or manage them, either use the specific Call page, or the Invoice Manager.

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To Invoice Calls, they first need to be marked as Invoice Ready (which is done on the Call screen). On the Invoice Generation screen, by selecting the Call toggle, you can then enter a date to generate Invoices up to. This will filter to only pick up Calls completed up to your chosen date, and marked as Invoice Ready.

A Call Invoice can also be generated on the Call screen if you'd rather generate them individually.

You can set the date to be shown on the Invoice, or leave this blank and todays date will be used.

The Counts section will show you how many Invoices need to be generated in total, how many are within your range, and how many within your range have no Invoicable lines against them.

Click Generate Invoices to create the Invoice files. You can also click Preview Invoices to view these before generating.

A popup will appear to tell you how many have been generated.

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To generate Contract Invoices, set the toggle at the top of the screen to 'Contract'. This will give you a start date and end date to set, which will then be your filter for picking up Contract Invoice dates.

You can set the Invoice Date, or leave this and let it pick up the current date.

You have a Counts section which will tell you how many Contracts there are to be Invoiced, how many Invoices are pending, and then both how many Contracts and how many Invoices are within your chosen range (one Contract may have many Invoices).

You can Preview these, and click Generate once you are ready to raise them.

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