How To Create Intercompany Bills from Work Orders

This process will create intercompany invoices from completed work orders, for labor and/or inventory, from the Maintenance Management module to the Housing Billing module based on structures that have to be setup before the Create Invoices program is run.

Please call the Horizon Help Desk for assistance in getting setup for the intercompany billing process if you are interested and have not run this program before.

Step 1: Work Order Settings

In the Work Order Program

NAVIGATION: SETTINGS menu > Work Order Settings

  1. Change the "Sales End Date" to the end of the month you are billing for
    1. This date will be Invoice Date used in the Create Invoice from Work Orders program
  2. Save and close Settings

Step 2: Create Invoices

NAVIGATION: UTILITIES menu > Create Invoices

  1. Enter the month End Date in Create Invoices for Work Order Completed through
  2. Click CREATE INVOICES.

Step 3: Invoicing Wizard

In the Housing Billing Program

NAVIGATION: ACTIVITIES menu > Order Entry > Invoicing Wizard

  1. Enter the appropriate Invoice Date at the top of the screen
    1. The Invoice Date should be the End of the Month used when creating the invoices
  2. Check mark the Originator you want to process orders/invoices for
    1. The Originator should be for Work Orders
    2. Uncheck any other Originators at this time
  3. Click Next
  4. Click Print Invoices or Preview Invoices
    1. Make sure the printer is selected, if not, click Pick Invoice Printer to select one
  5. Click Next when invoices/orders have been printed or previewed
  6. On the Invoice Verification Screen, make sure that all of your invoices are marked "Printed".  If not, click "Back" to print any unprinted items.
  7. If all of your invoices are "Printed", click Next
  8. Check mark Print Inventory Register, if not already checked
  9. Click Pick Report Printer if your printer is not shown and select your printer
  10. Click Next (your Inventory Register should print)
  11. Check mark Print Account Receivable Transaction Register, if not already checked
  12. Click Pick Report Printer if you printer is not shown and select your printer
  13. Click Next (your Account Receivable Register should print)
  14. Check mark Print Cash Receipts Transaction Register, if not already checked
  15. Click Pick Report Printer if you printer is not shown and select your printer
  16. Click Next (your Cash Receipts Register should print)
  17. Check mark Print Invoice Summary, if not already checked
  18. Click Pick Report Printer if you printer is not shown and select your printer
  19. Click Finish to print the Invoice Summary

11/2021

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388