Sales Invoicing - Contract Billing

• Overview
• Maintaining Contracts
• Contract Structure
• Selecting a Method of Data Entry
• Creating Contracts
• Recurring Contracts
• Non-Recurring Contracts and Jobs
• Contract Pricing
• The Contract Pricing Process

• Maintaining Jobs
• • Saving Time with Standard Jobs
  • Methods of Pricing Job Lines

Overview

e5 Sales Invoicing lets you create invoices from contracts that represent the agreed services your company provides to customers. You can also itemise the charges for each service provided. This section explains in detail how to create:

• Recurring contracts
• Non-recurring contracts
• Jobs that are required for generating non-recurring contract invoices

Once you complete these tasks, you can generate invoices with offline processes. See Generating Contract Invoices for more information. The generated invoices are subject to your company's authorisation and printing requirements depending upon the controls you enter for the invoiced document type.

This section is presented in three parts.

• Maintaining Contracts provides an overview and detailed information explaining how you can:

1. • Create the contract header
   • Attach item groups to contracts
   • Attach individual items to contracts
   • Transfer contracts from one customer to another.

2. Contract Structure

1. • Selecting a Method of Data Entry
   • Creating Contracts
   • Recurring Contracts
   • Non-Recurring Contracts and Jobs
   • Contract Pricing
   • The Contract Pricing Process

3. Maintaining Jobs provides an overview and detailed information explaining how you can:

1. • Create the job header
   • Create job lines
   • Create a library of standard jobs for repeated use

Although recurring invoices do not require jobs as a prerequisite for generating invoices, they do require non-fiscal calendars with associated activities to control when the invoices are due. For more information about non-fiscal calendars and how to set up activities, refer to Calendars in Setting Up Common Controls.

See also

Sales Invoicing About Contract Billing

Sales Invoicing Home Page