Rendering Services to Customers

Rendering Standard Services

Standard services are services that are typically repeatedly performed. To provide such service to a customer, capture it in the Sales order and then generate a Customer invoice – Services document based on it.

Creating Sales Orders for Standard Services

To create a sales order for standard services, just register a usual sales order as described here. Make sure your item has the Service type.
Note: you can leave the warehouse field empty.

Creating Customer Invoices for Standard Services

Once you rendered the service specified in the sales order, it is ready for billing. Create a customer invoice to record the financial liability under a sales order.
  1. Go to Sales > Sales order.
  2. Select the required document and click Generate > Customer invoice – Services.
  3. Review all the data and adjust it if required.
  4. On the Main tab, click the Payment hyperlink and fill payment milestones if needed. You can also click Fill in from orders to fill it automatically.
  5. Click Apply.
  6. Click Post.
You can also create this document from scratch in Sales > Sales documents (all).

Reviewing Customer Open AR/AP Items

  1. In the Customer invoice – Services document, click Reports > Customer AR/AP open items.
  2. Check the information on customer receivables.

Rendering One-off Services

One-off services are rendered on one-time based. For example: acquiring of fixed assets and related services, purchasing complex asset construction services, and so on. The scenario is simplified. It skips the sales order and starts immediately from customer invoices.

Creating Customer Invoices for One-off Services

  1. Go to Sales > Sales documents (all).
  2. Create a new Customer invoice – Services and Assets document.
  3. Select the Sales transaction.
  4. On the Main tab, select a Company, a Customer and a Counterparty.
  5. Select the Terms of sale.
6. On the More tab, select a Sales person, a Business unit, a Taxation.
7. Select the Line of business if it is required by the business case.
8. On the Revenue (income) tab, add a new line.
9. Enter a short description of the service in the Content column.
10. Enter the Quantity, Unit of measure, and Price.
11. Select the lines, click Set VAT rate, and select the value (if applicable).
12. Select the lines, click Set income item and dimension, and select Income item and Income dimension depending on the business case.
13. Click the Cost (expenses) tab.
14. Add a new line.
15. Select an Expense item, an Expense dimension, an Asset and liability item, a Dimension of assets and liabilities.
16. Enter the Amount.
17. Click Post and close.

Sending Invoices to Customers

  1. Go to Sales > Sales documents (all).
  2. Open the Customer invoice – Services document
  3. Click Print > Customer invoice – Services, print the invoice, and send it to the customer.
  4. Record the communication in Business Interactions.