Using Invoice Templates to Create Invoices

Owned by Chellie Esters
Last updated: Jun 05, 2024 by Anastasia Medovkina

ServiceChannel's invoice templates are designed for easy use and entry of either one or multiple Invoices.

There are 2 types of invoice templates:

  • Standard Invoice Template: strongly recommended when your clients do not require itemized (or line item) invoices.
  • Line Item Invoice Templates: only use when your client requires line item invoices.

Standard Invoice Templates

The Standard Invoice Template is a simple template that allows you to list one invoice per row in the Excel sheet.

There are two versions: I.12 is for locations in the U.S. and Canada; while I.11 is for locations in International regions.

Should you need the template to have international currencies, date formats, and metrics, contact your ServiceChannel representative. 


Line Item Invoice Template

You may require providers to complete a Line Item invoice, labor and material costs are broken down into line items for each work order. Because a line item breaks down labor types and materials by row — essentially causing one invoice number to have several rows of information — we strongly recommend using this option only when a client requires line items. When your client does not require line item invoices, use the Standard Template.

There are two versions of the Line Item Invoice Template: I.14 and I.15. The template version you should use depends on the location county.

Formatting Alert: UTF-8 Format Required
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.


 Windows Specific

Windows Specific

Open file in Notepad

Choose Save As

There are three items to update in the Save dialog that comes up.

Save as type: change this to All FilesFile

Name: name your file and add the .csv extension to it - e.g.: myupdates.csv

Encoding: click on the dropdown and choose UTF-8

Save!

 MAC Specific


Mac Specific

  1. Open file in Number
  2. Hover over Export

  3. In the submenu that appears, choose CSV
  4. Click on Advanced Options to show the Text Encoding dropdown
  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next Export!




 Google Sheets Specific

Google Sheets

  1. Click File
  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer


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