Managing SM Invoices

SM Invoices lists pending and posted service invoices so you can review, adjust, and finalize them.

Before you start

• Invoices exist from work-order or agreement billing.

Steps

1. Open SM Invoices.
2. Filter by customer, invoice number, or date.
3. Open a row (or select several and use preview/open) to reach SM Invoice Review.
4. Adjust invoice detail as needed.
5. Preview invoice reports and finalize to deliver to customers.

Notes

• Verify adjustments before finalizing to avoid billing errors.