A Service Contract is a formal agreement between you (the service provider) and your customer, outlining the terms under which maintenance will be performed.
Service Contract Invoices are a way of invoicing those contracts.
Let's get some invoicing done for our Service Contracts.
Getting There
You can find the Service Contract Invoice module via the Finance menu.
You can choose the Service Contracts that you would like to invoice from the list.
Navigation
Like most other modules, there are Search and filter features to help you narrow down the list.
Select All invoices: This tick box will select all Service Contract Jobs.
Set Invoice Date: This populates the list based on the date you set. Any invoices within that date range will appear.
Next Invoice Date: This will filter the invoices equal to or less than the date entered.
Filter Invoice Rows: To apply the date ranges, click this button.
Update Details
Before you send the items off for invoicing, you may want to check or amend them.
You can do this via the Action Tray and selecting the Edit icon.
The row will have a light grey highlight to indicate that it is editable.
You can then add or change the:
Order ref
Invoicing Note
Invoicing Date
Here, you can enter a date or click on the calendar to select one.
When you are done, click the tick icon to save the changes.
The Preview icon lets you view the Service Contract Invoice.
More information on the templates used for service contract invoices can be found in the Default Communications Center.
Generate Invoice(s)
With everything checked and ready to go, it's now time to generate the invoices.
With your selection, click the Generate Invoice button.
A confirmation message will appear.
Now, in your notifications, you can see the status of the process.
Queued for invoicing
Status is Queued for invoicing.
A PMC Invoice = Preventive Maintenance Contract Invoice
Processed
The Status has now changed to Processed.
