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How do I invoice a service order?

Press Invoice on the saved Service Order Confirmation: one parked invoice per billable customer, plus the insurer's. Or bill in steps with a Billing Proposal, or by hand on the customer invoice.

Screen
Service Order Confirmation › Invoice; or Billing Proposal and the customer invoice in Receivables
Who
The service accountant
Takes effect
When the invoice is posted in Receivables
Needs first
Invoice Journal, customer payment terms and methods

Before you start​

Steps​

  1. From the confirmation: open the saved confirmation and press Invoice. The message says "Invoices are Created". Press Invoices to open them.
  2. Post each parked invoice on the Customer Invoice screen in Receivables.
  3. In steps instead: create a Billing Proposal, Copy From the service order, adjust quantities, save; then make the invoice in Receivables on a service billing proposal journal and pick the proposal.
  4. By hand: on the customer invoice, on a journal for service order invoices, use Copy From › Service Order.

Check it worked​

  • The invoices list shows the invoices of the service order.
  • The Invoice button on the confirmation is greyed once every invoice exists.

What posts​

DocumentWhenDebitCredit
Customer invoice (Receivables)Save of the invoiceCustomer receivableService credit account of each line's category, and tax

Undoing a posting is Reverse on the toolbar of the posting document.

If something looks wrong​

  • "Payment Term is not defined for Customer …" - set it on the customer or the order.
  • "Please Define Customer CostElement in Setting" - the order has a VOD amount; set the VOD cost elements.
  • The Invoice button does nothing. Invoice Journal is empty or no confirmed line is billable.