Create an Invoice

Invoices are created in EnergyService by selecting Invoices.   

1. Select Invoices.
2. Highlight the customer and choose the Invoices tab.
   
3. Press Ctrl+C or choose Create.  The Invoice will automatically default to the customer highlighted.
4. Enter the Service Location, Service Order Type, and Sales Rep (optional) by selecting the Search icon or pressing F5.
   
5. Enter Comments if desired.  (This message will print on the customer Invoice.)
6. Go to the Inventory Item and press F5 to display inventory items. Search by Division, Warehouse, Storage Description, Item, Descriptions, Category, etc.
   
7. Check the items to be billed and select Save Selections.  This will return to the Invoice screen.
8. Enter the Qty for each line item. The total amount column will automatically calculate as will any applicable taxes.  
9. If ready to complete the invoice and post to the customer account, select Post. Select the number of invoices to print.
   
10. If not ready to post, choose Save and Close. Return to the invoice at any time to modify as necessary and select Post.
11. Select the number of invoices to print.
12. A sales journal will automatically generate. A Service Journal will be indicated by prepending an S in the User ID column.
    
13. The journal will reflect the items purchased by customer and will update the customer history information.