Invoice a Single Ticket

Service and Inspection Tickets are invoiced individually from the Billing form of the Ticket.  The only exception to this is companies using Group Tickets or using the Batch Invoicing feature in SedonaSchedule.  For more information on Batch Billing, click on the link.

Typically, either a staff member in the Service Department or the Accounting Department will review all Tickets prior to invoicing to ensure that all charges and costs have been accounted for on the Ticket.  The person who actually creates the invoice is determined by your internal company policies and procedures and providing the users with the appropriate permissions to do so.

If your customer System records have accurate Warranty codes, warranty start dates, and correct Service Levels assigned, charges will automatically be calculated by the software.  The person performing the invoicing is a second set of eyes to make certain the charges that were automatically calculated fit the particular situation for the Ticket. 

Special Notes:

If there a special circumstances with a Ticket, and you do not want to accept the system calculated charges, a user may override the Warranty and/or the Service Level, and make manual changes to otherwise non-billable charges.  Permissions are required to override the Service Level and the ability to make manual changes to labor charges. 

Override Warranty and/Or Service Level

To be able to override the Warranty and/or Service Level calculations, you must first navigate to the Service Ticket tab and clear out the Resolution code and save.

Next navigate to the Billing tab and you are able to check the override the Warranty and/or Service Level checkboxes (upper left of the form).

Note: User Group Permissions are required to create an invoice, and to be able to modify labor charges and override the warranty and/or service level automatically calculated charges.  Permission is also required to be able to close a Ticket.

If it is determined that the Ticket has billable charges, you will need to navigate to the Service Ticket Tab and select a Resolution Code that is flagged as billable, otherwise you will not be able to create an Invoice for the Ticket.


Finding Billable Tickets

A list of Tickets ready to be Invoiced or closed is available from a list within the Ticket Queue - this is referred to as your Billing Queue.  Tickets will appear in the Billing Queue only if a Resolution Code has been selected and saved to the Ticket.  Billable and Non-Billable Tickets will be listed in the Billing Queue.
To view the Billing Queue, from SedonaSchedule, click on the Ticket Queue button located in the Arrangement ribbon group.

The Ticket Queue will displayed.  Above the Ribbon, click on the Queue Menu Tab.

The Queue Ribbon labeled View will be displayed.  Click on the Resolved button within the ribbon.  In the example below, we have selected the Queue View of All Tickets. 

Any type of Ticket, that is resolved and ready for Invoicing is listed. 

If you want to Invoice different Ticket Types separately, click on the Queue View drop-down list and select the desired Ticket Type. 

At the bottom of the Ticket List a count of how many tickets are ready to be Invoiced and/or closed is displayed.

You will open each Ticket, Invoice and Close until no Tickets are left in the list.