{"id":4450,"date":"2026-09-28T07:24:32","date_gmt":"2026-09-28T07:24:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=4450"},"modified":"2026-09-28T07:24:33","modified_gmt":"2026-09-28T07:24:33","slug":"how-to-create-an-invoice-using-activities","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2026\/09\/28\/how-to-create-an-invoice-using-activities\/","title":{"rendered":"How to Create an Invoice Using Activities"},"content":{"rendered":"\n

This guide walks through the steps required to generate an invoice from activities, from setting up the contract template to viewing the finished invoice in AR History.<\/p>\n\n\n\n

First, open the \u201cContract Templates\u201d screen and create a new template, selecting the \u201cDetail\u201d option from the billing format drop-down. Next, go to the Customer Contract screen and select the newly created template in the contract template option. Make sure the customer contract status is set to active.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Open the \u201cCase Classes\u201d screen and fill in the required details, making sure the billing mode is set to \u201cPer Activity.\u201d<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

On the \u201cCases\u201d screen, create a new case and select the case class you created in the earlier step.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Next, go to the CRM Info tab on the same Cases screen, select the contract you created earlier, and click Save.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once the contract ID is entered, go to the Activities tab and select the \u201cCreate Activity\u201d and \u201cCreate Work Item\u201d options. Fill in the required details, making sure to select the Billable checkbox and enter the time spent and billable time, then save once done.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Next, go to the \u201cRelease Time Activities\u201d screen. Newly created activities appear at the top of the table, and you can check the Summary column to confirm the activity names. Once confirmed, click the Release button.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Run Contract Billing screen: Use this screen to process multiple contract IDs at once. The billing date parameter comes from the Customer Contract screen\u2019s Summary tab – check the \u201cNext Billing Date\u201d field in the billing schedule.<\/p>\n\n\n\n

To process a single contract ID, simply go to the Customer Contract screen and click the \u201cRun Contract Billing\u201d button.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

On the Customer Contract screen, go to the \u201cAR History\u201d tab to see the newly created invoice.<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

This guide walks through the steps required to generate an invoice from activities, from setting up the contract template to viewing the finished invoice in AR History. First, open the \u201cContract Templates\u201d screen and create a new template, selecting the \u201cDetail\u201d option from the billing format drop-down. Next, go to the Customer Contract screen and\u2026 Read More: How to Create an Invoice Using Activities »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,15,3],"tags":[4,159,16],"class_list":["post-4450","post","type-post","status-publish","format-standard","hentry","category-acumatica","category-acumatica-customization","category-acumatica-erp","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp"],"yoast_head":"\nHow to Create an Invoice Using Activities<\/title>\n<meta name=\"description\" content=\"Create invoices easily using Activities with this simple step-by-step guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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