Creating Invoices on Credit
- Anastasia Medovkina (Deactivated)
There are situations when you perform work on a credit basis and your client does not have to pay for it. It may happen by the client’s request or if, for example, your technicians did the plumbing work but broke tiles in the bathroom. Earlier, you had to handle credit work orders offline or create multiple work orders and invoices for them.
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
Now, you can have negative amounts along with the regular ones. You will see “-N..” in the price field which means that this part of the job was completed on credit. You will get no money for this part of the work.
You can enter negative amounts only if your client has this function available. For more information, please contact your ServiceChannel representative.
You can enter negative amounts in both Standard and Line Item invoices.
Standard Invoice reflects overall costs for labor, material, travel, and other charges.
Line Item Invoice allows you to itemize the charges to view the detailed information on them.
For example, according to your client’s request, in the line Item Other field, you can enter the additional charges such as management fee, rental fee, and others.
Continue reading How to Complete a Standard Invoice with Negative Amounts and How to Complete a Line Item Invoice with Negative Amounts.
