Editing Maintenance Contract Billing Information

The billing schedule is automatically generated for a maintenance contract based on the contract amount and billing frequency. You can add billing documents and edit billing dates and amounts.

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select a contract and select Billing.
4. If you would like to add a billing document, select the Add button. Enter a date, document type, and billing amount. To add a credit memo, see Creating Maintenance Contract Credit Memos.
5. You can edit the billing records. Be sure to adjust your billing amounts until they total the contract amount. Each period's Billing Amount field can be edited until it is posted. We recommend you do not create more than one billing document with the same date in the Billing Schedule window. Though you can enter more than one record with the same date, only one record will be saved.
6. Select OK. If the billing frequency is changed, you'll be prompted to redistribute the billing amounts to correspond with the new frequency. If the billing amount has been posted, the posted date appears in the Posted column, and the Year and Period columns fill in accordingly. If a period has not been posted, 0/0/00 appears in the Posted column.