Learn more

About service invoice types

Entering locations on a work order

Scheduling service calls on a work order

Entering invoice details for service calls

About controlling billing amounts with markups and overrides

Setting up service routes

Posting service routes

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

You can post a specific route or a range of routes. To post an invoice, the route record must contain at least one scheduled date for service in the Scheduled Date column on the Dispatch tab. When a scheduled date is posted and invoiced, Sage 100 Contractor inserts the invoice date in the Billed Date cell.

Notes:

  • Note that when posting a route that has overridden billing amounts, Sage 100 Contractor adjusts the Billing Amount by multiplying the billing amount from the route by the number of visits in the route posting criteria. If there are no overrides of the billing amount but additional dollar markup amounts are applied, then those amounts are also multiplied by the number of visits in the route posting criteria.
  • When you select the Verify Completion checkbox, Sage 100 Contractor only posts routes that contain a date in the Completed Date column on the Dispatch tab.
  1. Open 11-2 Work Orders/Invoices/Credits.
  2. On the Post menu, click [Service Routes].
  3. In the Dates text boxes, do the following:
    1. In the first text box, enter the date to start posting.
    2. In the second text box, enter the last date through which you want to post.
  4. In the Routes text boxes, do the following:
    1. In the first text box, enter the first route.
    2. In the second text box, enter the last route in the range you want to post.
  5. Click the [Post] button.