Page Comparison

This page explains about the log billing of Service log and Maintenance log.

Invoicing

In terms of timing, you can send invoices to client in various ways:

1. At the end of the service: Wait until all services are completed and send one invoice.

2. Bill as you go: Invoice the client for each activity or transaction as it happens by creating an invoice before marking the service as 'completed.' For this, the Log should not have its own Charge Type. These invoices will also appear in the Completion tab.

3. Both: A combination of both methods: bill for each transaction and, when the service is finished, send an invoice for any remaining items.

In the term of billing souce, you can invoice the Client:

• Directly from Log: normally applied for Small Job or by transactions via the Charge Type Input/Output based.

• By Job that Log belongs to: This method is applicable only for Jobs (mean project, not the Service itself) that have the Charge Type specified as Contract Claim.

To generate invoice:

• Click on the ‘Invoice’ button on the log detail screen.

• The 'Job Sales Invoice' screen will appear. Input additional information and select the appropriate button based on the situation (e.g., assigning to another person). Alternatively, click 'Get Sales' button to generate the invoice. Note: The buttons displayed on this screen may vary depending on user permissions.

Regardless of the billing method chosen, once an invoice is generated, it will follow the Job Sale process.

Log charge types

Log charge types stick You can set the Charge Type of a Log when creating or editing and it sticks together with the Log statues.

The Log’s Charge type While the Log's Charge Type is not mandatory, however is useful to ensure it proves beneficial in ensuring all charges are invoiced to the Job (transactions or Outputs) , especially when the Jobs charge type is Contract Claims.

• Input and Output Based Billing: Only only transactions related linked to this Log will be displayed available for selection on [Get Sales] . If any of the Job Sales Invoice screen. Even if some transactions are Deferred or Pending, the [Invoice] button will still display to allow for these transactions to be billed be visible, enabling billing at a later stage. On the Job Invoice there is the option , you can choose to Save, which will change the Log’s transitioning the Log's status to Allocated ‘Allocated - Billed. Or there is also the option to Billed’ workflow status. Alternatively, you can select Save & Finalise, which will save not only saves the Job invoice and change the status to the Log but also changes the Log's status to Finalised - Billed . However, if new transactions still status. Should additional transactions need to be added to the log, the clicking [Reopen & Unfinalise] button will change revert the status back to Allocated - Part billed and make , making the Log editable again. The existing invoices will still be linked and additional invoices can be createdExisting invoices remain linked, and more can be generated.

• Contract Claims billing:The are two ways to bill this Log,

• the most recommended and straightforward one is using a Charge Type on the Log that will allow you to bill it as per a normal Input/Output billing process.

Or the where the Log is not to be billed from the Log itself, and will have to be billed

• Automatic setting by the Job the Log belongs to:
  If the Log Charge Type is undefined (null), and the Log belongs to a Job with the Charge Type set as Contract Claim, the Log Charge Type will be automatically set as Contract Claims. It is necessary to flag the Log as 'Finalised' in the invoicing process. This is a sensible step to indicate that the Job has been billed, and no further action is required. This is a logical way to ensure consistency and alignment with the Job's Charge Type.

• Manual billing from Contract Claim:
  When the Log is not billed directly and billing is intended to be done from a Contract Claim with a manual line. There is , there's an option to Save and Finalise Finalize the Log, to indicate indicating that no further action is required. See description of Workflow statuses for more details. The Log Billed status will stay as Unbilled as there is no needed. This step makes sense, signaling completion when billing is indirectly associated with a Contract Claim. In this the Log billing status remains ‘Unbilled’. This is logical since there is no direct connection between the Log job transactions/Outputs and the Invoice. Once flagged as Finalised, the log becomes read-only, and if new transactions still need to be added to the log, the [Re-open & Unfinalise] button will change the status back to Allocated and make the Log editable again.

Log’s Charge type can be empty (not required)

• outputs and the invoice.

Log billing status

There are billing statuses to better represent the billing status stages for the different charge types Charge Types on the Log (if selected) or the charge type Charge Type on the Job. Note that if there is no charge type Charge Type selected on the Log, then the system uses the Job’s charge type. Refer to the Service log for more details.

Diagram

Logs attachments when billing

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