Generate an invoice from a contract

Once a service contract is active, you can generate an invoice from it for the current billing cycle. This article explains how.

Before you start

The contract must be Active. Only active contracts can generate invoices. If the contract is still a draft, activate it first – see Activate, suspend, cancel, or renew a contract.

Generate an invoice

1. Open the active contract.
2. Click Generate Invoice.
3. If the contract has dynamic or usage-based items, enter the quantities for this billing cycle when prompted.
4. Confirm.

A new invoice is created from the contract’s items and billing settings, and you are taken to the new invoice so you can review and send it.

Tip: From there, follow Send an invoice and reminders to deliver it to the customer, and Record a payment when they pay.

Related: Service contracts overview.