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:
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Note: Anyone who can access the logs, can generate the invoice by clicking the button 'Invoice'. Maintenance log does not have 'Charge Type'. Regardless of the billing method chosen, once an invoice is generated, it will follow the Job Sale process. The Completion tab will display a summary of what is outstanding to be billed and list of generated invoices of the log. If the Invoice Charge Type is 'Quoted' and the invoice is generated from a Service Log, then the default invoice value should be taken from the Log's Expected Value; otherwise, it should come from the Job's Job Value.
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Log charge types
You can set the Charge Type of a Log when creating or editing and it sticks together with the Log statues. If the Log Charge type is not specified, the system will use the Job’s Charge Type
While the Log's Charge Type is not mandatory, it proves beneficial in ensuring all charges are invoiced to the Job, especially when the Jobs charge type is Contract Claims.
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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 | No Transactions : no transactions or outputs. Unbilled : no invoices on any transactions or outputs. Part Billed : invoices less than the Quoted Value on the Job. Billed : there are invoices or invoice exceeds quote. Finalised : manual step.
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Input / Output | No Transactions : no transactions or outputs Unbilled : no invoices on any transactions or outputs. Part Billed : invoices on some transactions or outputs. Billed : invoices on all transactions or outputs. Finalised : manual step.
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Claim | |
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