Invoice a Facility (C# Screen)

Invoice a Facility (C# Screen)

Summary: Select items (double‑click); enter units where required; move items up/down; add comments; print anytime.

Quick answer

Double‑click flat items; double‑click rate items to enter units; edit details for commissions and flags.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Invoice Facility; select style and bill‑to defaults.
    media/invoice-a-facility-01.png

    [Insert screenshot for Step 1]

  2. Double‑click items to add; enter units for copies/pages.
    media/invoice-a-facility-02.png

    [Insert screenshot for Step 2]

  3. Use Edit to change commissions/flags; Comments to add messaging.
    media/invoice-a-facility-03.png

    [Insert screenshot for Step 3]

  4. Print invoice when ready.
    media/invoice-a-facility-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Totals, commissions, and tax compute; printed invoice matches selections.

Troubleshooting

To correct mistakes, use Credit then re‑invoice; avoid viewing via invoice entry for inquiry—use View Invoice.

  • X

    • Related Articles

    • Billing System Overview (Photocopy)

      Summary: Rates vary by customer type and billing style; accounting integrates with A/R and commissions. Quick answer Define Billing Items → Billing Styles → Customer Types → Income Accounts → Billing Rates before invoicing. What you need WinCopy SQL ...

    • Credit, View, and Zero‑Bill Invoices

      Summary: Credit reissues a corrected invoice; View displays read‑only details; Zero Bill removes from WIP. Quick answer Use Credit to reverse and recreate; View to inspect details; Zero Bill to cancel jobs from WIP. What you need WinCopy SQL v9.0.06+ ...

    • Facility Maintenance & Related Facilities

      Summary: Manage facilities and relationships. Quick answer Maintain facilities and link related locations. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Facility Maintenance media/maintenance-facilities-related-01.png [Insert ...

    • Getting Started with WinCopy

      Summary: Initial setup path: enter/convert customers, set up courts and servers, run sample jobs, then configure billing. Quick answer Start by loading customers, courts (if outside CA), and servers; then enter a few sample jobs end‑to‑end to ...

    • Financial Reports (Invoices & Checks)

      Summary: Invoice Recap, Check Register, Delivery Log. Quick answer Use financial reports for reconciliation. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Select Invoice Recap media/reports-financial-01.png [Insert screenshot] Run ...