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View Invoicing with HWeb Admin 1.86 and Before

Category:HWeb Admin -> Invoicing

Invoicing with HWeb Admin Through Version 1.86

Overview

The method for generating Invoices changed with HWeb Admin version 1.86a. The instructions below apply to the versions prior to 1.86a.  If you have version 1.86a or later, please see the Knowledge Base article: Invoicing with HWeb Admin 1.86a and later - How to .

1.)  Reconcile Driver Trip Sheets (Daily)

2.)  Archive Reservations (Optional)

3.)  Print Trial Detail by Date Report

4.)  Create Invoices

5.)  Print Invoices


Procedure


1.) Driver trip sheet reconciliation should be done on a daily basis.  Complete reconciliation for the date range you wish to invoice (usu. an entire month).


2.) Ensure that all reservations for invoice date range have been archived.



3a.) Within the Admin, choose Invoicing, select Trial detail by date.

3b.) Select your desired date range (check Use ARCHIVE if applicable).

3c.) Select your desired group (or select all groups).  Then press Execute.

3d.) The report generated is a trial invoice summary report.  All information displayed on this report will appear on your Invoices.

3e.) If any discrepancies exist, correct them before continuing onto Step 4.



4a.) Now that your invoices are ready, within the Admin, under Reports tab, Invoicing, select Create by date.

4b.) Select your desired date range, then check Use ARCHIVE.

4c.) Select your desired group (or select all groups), press the Execute button.




5a.) Now that all the invoices have been created for your desired date range, within the Admin, Invoicing, select Print invoices.

5b.) Select your desired date range, then check Use ARCHIVE.

5c.) Select your desired group (or select all groups)

5d.) It is recommended to now select Summary format.  This report will list all invoice information in a neat summarized report by client.

5e.) Once the summary report is complete, uncheck Summary format, press Execute.

5f.) All direct bill invoices will be printed.

 

For instructions on invoicing in HWeb Admin version 1.86a and later, please see Invoicing With HWeb Admin 1.86a

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