Description: 

ManageClean uses the Document Generation Wizard process built in SAP Business One to automatically generate invoices from open sales orders using parameters you choose in the wizard.

This functionality will create customer invoices in the way they want to be invoiced – for recurring cleaning services, changes and supplies charge backs separately or in some combination.  At the end of the run, you receive a summary of all the newly created documents.

Note:  Document Generation wizard alert. Because creating sales documents creates automatic entries in the general ledger, the document generation wizard instructions must be followed carefully.

This Video Covers How To:

  • Understand the Properties for Invoice Generation from the Business Partner Master Data
  • Select a Parameter Set for the Document Generation Run
  • Select the Document Type and Period
  • Select the Base Documents and Consolidation Option Defaults
  • Select the Right Customers/Business Partners and Execute Options
  • View the A/R Invoices Generated by the Wizard

ManageClean on SAP Business One is a cloud-based business management software for small/midsize commercial cleaning, janitorial services and building service companies.  ManageClean bundles the functionality of SAP Business One along with specialized features built specifically for cleaning service companies. 

Learn more on the SEIDOR website Commercial Cleaning (seidor.us)