Overview
Call Invoice Recording (CIR) is a complementary function to Call Activity Recording (CAR). It uses the same setup codes and service type information as CAR or any other call management activity.
The Invoice From Recording field in SSM Accounting Control determines where you can create pending invoices. If Yes, you can generate the invoice for call activity from CAR. If No, you generate invoices only in Call Invoice Recording.
Even if you invoice call activity in CAR, the overview of costs in CIR is helpful. Summary frames display costs and invoiceable amounts by invoice sort and charge code type. You can review item details and modify prices. The system updates these prices in CAR when you review the call. In CIR, call activity details display in similar frames to those in CAR.
Using CIR, you can:
• Review high-level summaries of charges and billing amounts.
• Check invoice detail, correct data entry errors, or adjust prices and covered amounts before you print the invoice.
• Review and update sales order trailer information.
• Review tax calculations and edit tax amounts in the trailer.
If you make changes in CIR, the system regenerates the invoice when you exit.