Using closing invoice processing tool

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You can use the closing invoice processing tool to do the following:

• Monitor variance between services invoiced and actually provided.
• Generate closing invoices for the variance.

Monitoring variance between services invoiced and actually provided

To monitor the variance between services invoiced and actually provided, use the Closing invoices report. To generate the report:

1. Go to Sales.
2. Under Tools, click Closing invoice processing.
3. In the closing invoice processing tool, fill in the following:
   • Delivery period from..to. The period for which you want to monitor the variance between services invoiced and actually provided. You can generate a closing invoice for this period.
   • Company. A company that provided services.
   • Fill in other details as necessary. See Sales invoices and Actual sales volume documents.
4. Click .
   1C:Drive fills in customers, services provided to them, and sales invoices issued for the services during the selected period. The sales invoices have the delivery date that falls within the selected period or delivery period that matches the selected period completely or partially. If the delivery date or delivery period is missing in a sales invoice, the sales invoice date is used as the delivery date.

   For the detailed description of the data fields, see Data table.

5. To generate the Closing invoices report based on the filled in data, click .

The report is generated. You can save it to your PC. To do this, click , select the target folder, and save the report.

Generating closing invoices

To generate a closing invoice to adjust the variance between services invoiced and actually provided:

1. Go to Sales.
2. Under Tools, click Closing invoice processing.
3. In the closing invoice processing tool, fill in general details:
   • Delivery period from..to. The period to generate a closing invoice for.
   • Company. A company that provided services.
   • Date. The closing invoice date. It is populated to each generated closing invoice.
   • Fill in other details as necessary. See Sales invoices and Actual sales volume documents.
4. Click .
   1C:Drive fills in data available for generating closing invoices. The data includes customers, services provided to them, and sales invoices issued for the services during the selected period. The sales invoices have the delivery date that falls within the selected period or delivery period that matches the selected period completely or partially. If the delivery date or delivery period is missing in a sales invoice, the sales invoice date is used as the delivery date.
5. Review the filled in data. For the detailed description of the data fields, see Data table.
   By default, only data on customers and contracts is shown. To view all data on services and sales invoices, click .
   For each customer that needs a closing invoice, the Process checkbox is selected automatically. Clear it if you do not want to generate a closing invoice for a customer.
   Some data items can be highlighted in red. This indicates the data cannot be used to generate a closing invoice due to a certain issue. To learn more about the issue, try to select the Process checkbox for the line with the highlighted data item. For example, a customer can be highlighted in red if the customer's contract currency differs from the presentation currency of the selected company.
6. To generate closing invoices for lines with the Process checkbox selected, click Generate.

On the Main tab, 1C:Drive clears the quantity of services to invoice and the amount to invoice.

The closing invoices are generated, posted, and shown on the Generated invoices tab. You can open a closing invoice and review its details. To do this, double-click a closing invoice line. You can also view the generated closing invoices in the Sales invoices list. For details, see Viewing sales invoices.

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