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The Service Contract Invoices Report gives you a detailed view of the invoices generated from your service (PM) contracts. It helps you keep billing accurate and every contract invoice easy to verify.
Use this report to:
Track invoices issued against service contracts.
Review the billing period each invoice covers.
Monitor contract revenue, including VAT.
Check contract details such as the issue number, start date, and end date.
Cross-check the order references linked to customer contracts.
Getting There
To access the Service Contract Invoices Report:
Open the Accounts module.
Select Service Contract Invoices.
The report will display using the default criteria.
Select Apply Filters to refine the results.
Choose the required filters, then select Apply to update the report.
Available Filters and Their Impact
Use the available filters to refine the invoices displayed in the report:
Period: Filters the report by invoice date, showing only invoices issued within the selected date range.
Use a shorter date range for recent billing reviews, or a longer one for financial analysis.
Invoice Number: Filters the report to show specific invoices.
Ideal when you're investigating or validating a particular invoice.
Service Contract: Filters the report by the selected service contracts.
Useful for reviewing the billing history of a specific contract.
Order Ref: Filters the report by the order reference linked to the service contract.
Helps you match invoices against customer purchase orders or internal references.
Column Breakdown and Key Fields
Each row in the report represents a service contract invoice.
Each row represents a service contract invoice.
Column Name | Description |
Invoice Number | The unique reference number assigned to the invoice |
Invoice Date | The date the invoice was issued |
Invoice Period | The billing period covered by the invoice (from and to dates) |
Contract Number | The service contract number (including the version, if applicable) |
Issue Number | The issue or revision number of the service contract |
Order Reference | The purchase order or reference linked to the contract |
Contract Start Date | The date the contract became effective |
Contract End Date | The expiry date of the contract |
Invoice Value Excl. VAT | The total invoice amount excluding VAT |
VAT | The total VAT amount applied to the invoice |
Invoice Value Incl. VAT | The total invoice amount including VAT |
The Invoice Value Excl. VAT, VAT, and Invoice Value Incl. VAT columns are calculated automatically from the contract equipment pricing and the VAT rates applied. This keeps your financial reporting accurate.
The Service Contract Invoices Report is a key tool for managing and reviewing contract billing in Service Geeni.
With this report, you can:
Track all invoices generated from service contracts.
Check billing periods and make sure invoicing is accurate.
Monitor revenue and VAT for financial reporting.
Cross-reference contracts, invoices, and order references.
Review this report regularly, especially at the end of each billing period, to make sure invoices are accurate, complete, and in line with contract terms. Targeted filters help you isolate specific contracts or invoices, making reconciliation and audits quicker.