If you do not generate an invoice from Call Activity Recording, the system generates a pending invoice when you enter CIR’s second frame. The invoice includes amounts for all invoiceable reports for the closed or complete lines on the call. Invoicing by report lets you invoice as often as you need—even daily or hourly.

If you do not want the system to invoice a particular call line, set the line item to a status other than complete or closed. You can also set the report status to hold.

You can modify complete lines. For example, if an engineer submits daily reports on a call line for a lengthy installation, you can create more than one invoice for the line. The first time through CIR, invoice amounts include existing reports. If you create additional reports, regenerate the invoice to add the new reports. When you post the invoice, invoicing starts over.

After you post an invoice, you can continue to add more reports to the call line. You can review the invoiced reports, but you cannot change them.

Once you generate an invoice, post and print it using the standard invoice programs in the Sales Orders/Invoices module. However, you can modify call invoices only in the SSM module. This ensures that the invoice remains synchronized with the call record details.