Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
Consider the following points before entering the invoice details for a service call:
| 1 | Open 11-2 Work Orders/Invoices/Credits. |
| 2 | Click the Invoice Details tab. |
| 3 | In the grid, do the following: |
| a | In the Assembly# cell, enter an assembly number. Review each assembly to add missing parts, delete unnecessary parts, and edit part quantities as needed. |
| b | In the Part# cell, enter a part number. |
| c | In the Description cell, enter a brief description. |
| d | In the Quantity cell, enter the number of assemblies or parts necessary to complete the work. |
| e | In the Price column, enter the price per unit. |
| f | In the Ticket# cell, enter the load ticket number or purchase order number. |
| g | In the Cost Type cell, enter the type. |
| h | In the Sales Tax cell, type Yes if the item is taxable, type No if the item is non-taxable. |
| i | In the Account cell, enter the ledger account number to be used for posting the invoice. |
| j | In the Subaccount cell, enter the subaccount. |
| k | In the Inv. Location cell, enter the inventory location number. |
| l | If the part has a serial number, enter the serial number in the Serial# cell. |
| m | In the Site Location cell, enter the location where the equipment is installed. |
| n | In the Equipment cell, enter the equipment number of the client's equipment that was serviced. |
| o | You can also enter information into the remaining columns, User Defined, Shop Notes, and Owner Notes. |
| 4 | Repeat step 3 for each item you want to include. |
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About controlling billing amounts with markups and overrides Primary Billing and Add On Billing |
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