Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
| 1 | Open 11-2 Work Orders/Invoices/Credits. |
| 2 | In the Order# text box, enter the order number. |
| 3 | In the Date text box, enter the date of the invoice. |
| 4 | In the Client# text box, enter a dummy client number. |
| 5 | In the Description text box, enter a brief statement about the transaction. |
| 6 | In the Job text box, enter the job number. |
| 7 | In the Status list, click 9-Route. |
| 8 | In the Type list, click the invoice type. |
| 9 | If you want to enter the customer or client location, or schedule the service call, enter the data on the Location and Dispatch tab. (See links) |
| 10 | If you want to enter the parts or assemblies necessary to complete the work, enter the data on the Invoice Details tab. (See links) |
| 11 | On the File menu, click [Save]. |
Tip: You can use markups and overrides when entering a new route.
|
Entering locations and scheduling service calls Entering invoice details for service calls About controlling billing amounts with markups and overrides |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.