Billing Tab

The Billing tab stores information about the person or entity being billed, the amount of the bill, the payment method, etc.

Billing

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