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I can't create invoices for each request

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  • 1.  I can't create invoices for each request

    Posted 09-04-2017 01:38 PM

    Hi! I'm trying to create an invoice for each request so I can charge the costo to the user. I have the accounting module available but I don't get any invoice. How can I enable it?

     

    Thanks

    Sebastian



  • 2.  Re: I can't create invoices for each request

    Posted 09-05-2017 02:56 AM

    Good Morning Sebastian.
     
    A way to get an invoice is 'on demand'. Further more, invoice 'scheduling' can be implemented.
     
    - Login to the SC-UI
    - Goto Accounting>Account Management
    - Select(open) an account
    - Check for existing subscriptions(needed to get an invoice)
    - Hit the 'invoice on demand' button, hit Yes and when created OK.
    - Then you can see the invoice summary and details.
     
    For more details, I can refer to the SM14.1 WIKI Pages: https://docops.ca.com/ca-service-management/14-1/en And search for 'invoice'.

     


    Thanks and kind regards, Louis van Amelsfort.



  • 3.  Re: I can't create invoices for each request

    Posted 09-06-2017 11:21 AM

    Thank you! Just two last questions:

    is it possible to create an invoice after each request instead of daily, monthly?

    is it necessary for an account to have a suscription on an item to be included in an invoice?

     

    Kind Regards

    Sebastian



  • 4.  Re: I can't create invoices for each request

    Posted 09-07-2017 02:12 AM

    Good Morning Sebastian.
     
    As to your last questions:
    1. Is it possible to create an invoice after each request instead of daily, monthly?
    The answer is yes, not through 'scheduling' but as an 'adhoc' invoice.
     
    2. Is it necessary for an account to have a suscription on an item to be included in an invoice?
    The answer here is yes. Without a subscription, no invoice.
     
    Kind regards, Louis.



  • 5.  Re: I can't create invoices for each request

    Posted 09-07-2017 09:40 AM

    Thanks again Louis! I can't find the option to configure the invoices as adhoc, do you know how to do it?



  • 6.  Re: I can't create invoices for each request
    Best Answer

    Posted 09-07-2017 09:42 AM

    Good Morning Sebastian.
     
    A way to get an invoice is 'on demand'. Further more, invoice 'scheduling' can be implemented.
     
    - Login to the SC-UI
    - Goto Accounting>Account Management
    - Select(open) an account
    - Check for existing subscriptions(needed to get an invoice)
    - Hit the 'invoice on demand' button, hit Yes and when created OK.
    - Then you can see the invoice summary and details.

     

    Kind regards, Louis.



  • 7.  Re: I can't create invoices for each request

    Posted 09-07-2017 09:49 AM

    Thank you very much!