Create a Surplus Invoice

To create a surplus invoice from the Client Search Screen:

1. Navigate to the Client Search screen via Main Menu > Client.

2. Select the applicable Search Filters to display the client(s) using surplus billing.

3. Click Refresh.

   

4. Select the client(s) from the search results.

5. Right-click to open a pop-up window.

6. Select Surplus Billing.

7. Enter the surplus billing information.

8. Click Create Invoice.

   

9. Click OK.

   

The invoice is created.