Service Order Example and Work Flow - Page 8 - Invoicing
This example describes creating an Invoice from a Service Order.
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After you have marked the Work Sheets relating to a particular repair as OK and saved them, the remaining tasks will be to raise the Invoice (where appropriate) and to return the repaired item to the Customer.
To raise an Invoice, open the parent Service Order and choose the 'Invoice' function from the Create menu (Windows/macOS) or + menu (iOS/Android). In the example that we have been following, the repair was carried out under warranty so no Invoice will result.
Where a repair is invoiceable, the function will search for all uninvoiced Work Sheet Transactions and include them in a new Invoice which will then be opened for checking. A sample is shown below:
You can then
print the Invoice and
mark it as OK in the usual fashion.
If it transpires that you will need to carry out more work to complete the repair, create new Work Sheets as required and mark them as OK as you complete the work. You can then run the 'Create Invoice' function once again from the parent Service Order. Only the Work Sheet Transactions representing this additional work (i.e. the ones created from the later Work Sheets) will be included on the second Invoice.
Service Order Example and Work Flow:
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