Agreement Items

Billing Type

When Billing Type = Fixed this will prevent Invoice Line Items being created from related Work Orders and indicate that the Agreement Item runs on a fixed schedule to create Invoice Line Items.

Fixed Invoice Schedule

This indicates frequency that a scheduled Invoice Line Item will be created. This will define how the Next Fixed Invoice Date is updated.

Auto Generate Invoice Line Items

Checking this will automatically generate the Invoice Line Item Records based on the defined schedule.

Fixed Daily Amount

The amount specified here will define the amount assigned to the Invoice Line Item when it's created.

Next Fixed Invoice Date

Each day a scheduled process will run and check the Next Fixed Invoice Date, for the Agreement Items where Next Fixed Invoice Date = TODAY an Invoice Line Item will be created.