Entering invoice details for service calls

Consider the following points before entering the invoice details for a service call:

• You can use markups and overrides when entering invoice details for a service call.
• You can enter an initial deposit for part of the total invoice in the Paid box when the invoice has a status setting of 1 through 4. After you have saved the record, the Paid box is inaccessible.
• You can enter an initial deposit for part of the total invoice in the Deposit box when the invoice has a status of 7-Work Order. After you have saved the record, the Deposit box is inaccessible.
• You can enter a specified discount available to the customer in the Disc. box.
• You can control the billing of individual items. By using a work order as a master record, you can create partial invoices.

To enter the invoice details for a service call:

1. Open 11-2 Work Orders/Invoices/Credits.
2. Click the Invoice Details tab.
3. In the grid:
   1. In the Assembly# cell, enter an assembly number. Review each assembly to add missing parts, delete unnecessary parts, and edit part quantities as needed.
   2. In the Part# cell, enter a part number.
   3. In the Description cell, enter a brief description.
   4. In the Quantity cell, enter the number of assemblies or parts necessary to complete the work.
   5. In the Price column, enter the price per unit.
   6. In the Ticket# cell, enter the load ticket number or purchase order number.
   7. In the Cost Type cell, enter the type.
   8. In the Taxable cell, type Yes if the item is taxable, type No if the item is non-taxable.
   9. In the Account cell, enter the ledger account number to be used for posting the invoice.
   10. In the Subaccount cell, enter the subaccount.
   11. In the Inv. Location cell, enter the inventory location number.
   12. If the part has a serial number, enter the serial number in the Serial# cell.
   13. In the Site Location cell, enter the location where the equipment is installed.
   14. In the Equipment cell, enter the equipment number of the client's equipment that was serviced.
   15. You can also enter information into the remaining columns, User Defined, Shop Notes, and Owner Notes.
4. Repeat step 3 for each item you want to include.