Generate Basic / AIA Invoice with Supporting Docs

Overview:

After the prepare invoices for printing process, the next step in the automated invoice process is generating/viewing the Basic and/or AIA Invoice along with support documents. This video will walk through the process of generating the crystal reports, and viewing/saving off the invoice documents.

Benefits:

• View/Print/Save the Invoice Documents after the PENTA billing calculation
• Choose between the basic invoice layout or the AIA invoice layout

Roles:

• Billing Clerk

Additional Content:

• N/A

Location:

• Billing and Accounts Receivable>Crystal Reports>Basic Invoice
• Billing and Accounts Receivable>Crystal Reports>AIA Invoice - Invoice Job

Video: