Learn more

About service invoice types

Entering locations and scheduling service calls

Entering invoice details for service calls

About controlling billing amounts with markups and overrides

Setting up service routes

Posting service routes

Entering routes

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

To enter a service route:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. In the Order# text box, enter the order number.
  3. In the Date text box, enter the date of the invoice.
  4. In the Client# text box, enter a dummy client number.
  5. In the Description text box, enter a brief statement about the transaction.
  6. In the Job text box, enter the job number.
  7. In the Status list, click 9-Route.
  8. In the Type list, click the invoice type.
  9. If you want to enter the customer or client location, or schedule the service call, enter the data on the Location and Dispatch tab. (See the Learn more box.)
  10. If you want to enter the parts or assemblies necessary to complete the work, enter the data on the Invoice Details tab. (See the Learn more box.)
  11. Click File > [Save].

Tip: You can use markups and overrides when entering a new route.