View the Work Order Tutorial Movies.The Billing tab stores information about the person or entity being billed, the amount of the bill, the payment method, etc.
View the Work Order Tutorial Movies.
Financial Integration
Several of the fields on the billing tab are critical to integrating Lucity with financial systems (such as Eden) and/or have special functions, which are described below:
Field |
Function |
Bill Cust ID Bill Cust No |
These fields allow users to enter a customer ID. When the Integration of Eden Financial Accounts work option is enabled, users can use the F9 hot key to look up Eden customers. Eden: The F9 hot key is enabled, enabling users to lookup Eden customers. |
Billing Amount |
This is the amount of money that is being billed. Eden: This data is passed to Eden. |
Billing Required |
Eden: This flag tells Eden that the data needs to be sent to the financial software. |
Billing Processed |
Eden: The system automatically checks this field when an invoice is created in Eden's Accounts Receivable module. |
Imported To Financials |
Eden: The system automatically checks this field once the work order is imported in to Eden. |
More information on Eden Integration