Billing Procedures for Field Service Management

Contents

SWORD includes an Accounts Receivable process module for creating Invoices, recording payments, and printing reports for Accounts Receivable aging and Statements. In addition, SWORD provides an optional QuickBooks transfer process, which moves Service Orders and new SWORD Customers into QuickBooks.

•	Auditing Service Orders for Billing

•	Creating Invoices

•	Credit Hold

•	Invoice Payments

•	Invoice Aging Report

•	QuickBooks Data Used By SWORD

•	Transfering SO to Quickbooks

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