SM Work Order Billing

SM Work Order Billing selects billable work orders (one or many), opens SM Invoice Review, and generates invoices.

Before you start

• Work orders are ready to bill (completed work entered, rates correct).

Steps

1. Open SM Work Order Billing.
2. Filter by service center, division, customer, service site, or date range.
3. Mark the work orders to bill.
4. Click Launch Invoice Review to open SM Invoice Review.
5. Preview invoices and adjust as needed.
6. Generate the invoices for the selected work orders.

Notes

• Confirm the selected set before generating invoices.

Tips

• For invoice inquiry and edits after generation, see Managing SM Invoices.