Generate Contract invoices

The Contracts are set up and ready to go. Now let's get paid.

Product: FireMate Desktop

Before we can send a Contract invoice to a customer, we first need to generate one. Follow the below steps to generate Contract invoices due:

From the FireMate navigation, select [Billing]
From the dropdown, select [Contracts]
Set the month FireMate needs to locate the invoices for
(Optional) Select the 'Show $0 invoices' tick box
Select [Load Invoice Previews]
From the list of invoice previews, select the ones FireMate needs to generate
1. (Optional) Select [Select All] to select all previews in the list
Select [Generate Invoices]
Review the prompt. Select [Yes] to proceed.

Complete the steps to generate contract
From the FireMate navigation bar, select [Billing]
From the dropdown, select [Invoice Manager]
From the right hand side, select the Customer(s) to display the invoices for. Alternatively, [Select All]
Select the 'Contract invoices' tick box in the "Invoices to Display" section located at the bottom
On the right hand side, select the invoices to send, either individually or [Select All]
Select [Send Automatically]
Review the dialogue box and select [Yes] to proceed

Complete the steps to generate contract
From the FireMate navigation bar, select [Billing]
From the dropdown, select [Invoice Manager]
Select the [Export Invoices] tab
On the right hand side, select the Customer(s) to display the invoices for. Alternatively, [Select All]
Select the 'Contract invoices' tick box in the "Invoices to Display" section located at the bottom
On the right hand side, select the invoices to send, either individually or [Select All]
Select either 'Export to Spreadsheet' or 'Export directly to accounting package via API'
Select [Export Invoices]
Review the dialogue box and select any option to proceed