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:
At the end of the service: Wait until all services are completed and send one invoice.
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.
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 soucesource, 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:
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Click on the ‘Invoice’ ‘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 it to another person). Alternatively, click 'Get Sales' button to generate the invoicelines details. 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 All the next steps are similar as normal Job sales Invoices process.
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Note:
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There are billing statuses to better represent the billing stages for the different Charge Types on the Log (if selected) or the Charge Type on the Job. Note that if there is no Charge Type selected on the Log, then the system uses the Job’s charge type. Refer to the Service log for more details.
Charge type | Log - Billing Status |
Quoted |
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Input / Output |
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Claim |
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Diagram
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