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Editing MS Invoices

MS Invoice Edit creates and modifies material sales invoices. You can build an invoice header and attach tickets, or initialize invoices from outstanding tickets.

Before you start​

  • Outstanding tickets are posted (for initialize).
  • Email settings in MS Company Parameters are set if you will email invoices.

Steps​

  1. Open MS Invoice Edit.
  2. To create manually: enter the invoice header, then add the associated tickets.
  3. To initialize from outstanding tickets: File → Initialize Invoices.
  4. On the initialize form, filter by location, customer, or date as needed.
  5. Enter the invoice date and click Update to generate invoice records.
  6. Review invoices and confirm tickets are linked correctly.
  7. Print with File → Print Invoices, or email with File → Deliver Invoices (also available from Delivering MS Invoices).
  8. File → Process Batch → Validate → preview reports → Post.

Notes​

  • Tickets linked to the wrong invoice cause billing errors.
  • Merged from legacy How to Edit MS Invoices and Initializing and Editing MS Invoices articles.

Tips​

  • Use initialize filters when you have a large volume of outstanding tickets.