Versions Compared

Old Version 6

changes.mady.by.user Bao TRINH

Saved on

compared with

New Version 7

changes.mady.by.user Maria Harreguy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Invoicing

In terms of timing, you can send invoices to client in various waysat different stages:

  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 sourceterms of where to bill from, 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 as in a project, not the Service itself) that have the Charge Type specified as Contract Claim.

...

All the next steps are similar as normal per the Job sales Invoices process.

Info

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.Based on the charge type chosen on the Log, or if no Charge Type on the Log, then the one on the Job, will be how the billing process and et Sales behave (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.

...

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

...