Invoice a Service Call

Once the work has been performed you Invoice a Service Call with an Invoice that includes all the Parts used and all the Labor performed. This type of Invoice is usually referred to as T&M (Time & Material) Billing, with no predefined fixed amount but instead billing for what was involved during the job.

There are several ways to create an Invoice for a Service Call. The easiest is while doing Posting for the Schedule Slot(s). This usually happens after the Schedule Slot Status is set to Completed by a Technician out in the field. For details on how to create an Invoice during Posting, see Create an Invoice while Posting.

However there are times when you do not wish to invoice a Service Call during Posting. For instance, perhaps your accounting department plans to review the Work Order details before creating the Invoice. Or perhaps work on the job is not yet completed and you would rather invoice later.

How to Invoice a Service Call:

Instead of creating the Invoice while Posting, you initiate it like any Work Order:

•	Open the desired Work Order in any way you choose

►	Click the Actions button

►	Select Create Invoice

•	Or, use the Billing Manager Tab of the Office Manager where you can see all the Work Orders that already have some Parts and/or Labor applied:

►	Select the Work Order that you would like to bill

►	Click the Create Invoice button

Next you will see the Print Confirmation Screen.

For a Service Call, once an Invoice is created the Status will be set to Billed.

For a Project, the Status is set to Billed only when all billing has been completed. Any partial billing will be reflected on the Work Order:

•	on the Work Order Header in the Accounts Receivable Work Order Overview

•	as Amount Billed on the Payment Plans Sub-Tab.

To add more transactions to a Billed Work Order you need to Reactivate the Work Order. As explained in the Reactivate topic, certain transactions will also automatically Reactivate a Work Order, after showing you a confirmation message.

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