Billing Wizard

Billing Wizard

ServMan provides a easy way to create and send multiple invoices through the Billing Wizard found on the Sales Navigator.  

When you click on the Billing Wizard button, you can select the Branch, Department and/or Order Status that you want to invoice for.  

Note there is an Order SmartView and Invoice SmartView button available on the screen if you need to view anything prior to invoicing.

At the bottom of the billing wizard screen, select the printer you want to print the invoices to and the format you want them to print in.  

NOTE: To send invoices as eDocs, you must still select a printer, such as a PDF printer, in the "Print Invoice to:" dropdown.

If you want all invoices created to be updated to AR, check the Update to A/R check box.

Clicking Next will bring you to the Print and eDoc page.

1. If you select Print non eDoc Invoices Only, only the invoices you print and mail will be created and printed.
2. If you select Print all invoices, both eDoc and non eDoc invoices will be created.  
3. If you select Do not print any invoices, only eDoc invoices will be created.

NOTE:  If you choose All invoices or Do not print any invoices, you must check the Process eDocs checkbox and enter the subject line and message for your email.

Click Next

• NOTE:  If you select "Do not print any invoices"  and do not check the Process eDocs checkbox, you will receive this error message.  

• NOTE:  If you select "Do not want to print any invoices", you don't select where to print them, but click Finish anyway on the Submit page  - all invoices will try to be emailed anyway.   Click DENY to stop this process.  

The Submit tab gives you the option to run all steps of the process automatically by pressing the Finish button at the bottom of the screen, or run each step individually using the buttons on the right side of the screen.  

If you have chosen to print eDocs and/or regular invoices, check the "Bypass warnings and errors" checkbox and enter your email address.

By checking this checkbox, all invoiceable orders that meet your criteria will be processed - but the ones with warnings or errors, will not.   When the process is complete, you will receive an email of all errors and warnings to the email you provided.   

The below screen will flash by signifying the step and criteria used to process the invoices.

When the process is complete, you will receive this message.  

If you have entered you email address to receive Errors and Warnings, you will find them in your inbox with the subject line of:  ServMan Billing Errors and Warnings.  

When you double click the log file, it will open in Notepad for you to review.  If you choose not to email them to yourself, you can find them by going through the regular billing program and fix them individually as you normally do.

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