Creating Service Invoices Manually

When you post a service order with the Invoice or Ship and Invoice option, the program automatically creates a posted service invoice. Yet, you may need to issue an invoice which is not linked either to a service contract or to a service order. The task explains how to issue an invoice at the same time as the customer receives the service.

To Create a Service Invoice:

1. Open the Service Invoice window.

2. Press F3 to create a new service invoice.

3. Fill in the No. field.

Note

If you have set up number series for service invoices in the Service Mgt. Setup window, you can press ENTER to have the program enter the next available service invoice number.

4. In the Customer No. field, enter the number of a customer. Click the AssistButton to see the Customer List window. Select the relevant customer from the list, and then click OK to copy it to the field.

   The program automatically fills in the customer relevant fields with information from the Customer table.

5. Enter a date in the Posting Date field. This date will appear on the posted entries. The program automatically fills in this field with the current working date, but you can change it manually.

6. Fill in the Document Date field. The date you enter here will appear on the printed invoice and will be used to calculate the due date.

7. Fill in the service lines of the invoice. Fill in the Type, No. and Quantity fields to register items, resources and/or costs that have been used in servicing.

Related Topics

Posting Service Lines

Posting an Invoice from a Service Order

Posting Service Orders

Creating Combined Invoices

Invoice Discount on Service Documents

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