Creating Invoices Using Templates

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.

• I.12 Standard Invoice (Canadian and US clients).xls (30 KB)

• I.11 Standard Invoice (outside the US and Canada).xls (30 KB)

• I.14 Line Item Invoice (Canadian and US Clients).xls (20 KB)

• I.15 Line Item Invoice (outside of U.S. and Canada).xls (20 KB)

Complete the template in MS Excel and either upload the file from the Invoices List or email it to invoices@servicechannel.net.

We strongly recommend uploading invoice templates from the Invoices List. Files, in this case, are processed almost immediately. Files sent by email may be processed within 1 calendar day, but normally between 1 to 4 hours.

You can submit a maximum of 300 invoices per template from the Invoices List. When you have a large file with more than 300 invoices, you can send the template to invoices@servicechannel.net, and we will process the file.

Below are a few important notes to remember when submitting the invoice template:

• Work orders must have the Completed or Completed/Confirmed status.

• None of the column names can be changed. If they are changed, you will receive errors when submitting your invoice.

• No blank rows are allowed between invoices on the template.

• The template versions begin with the letter I (uppercase for i).

• Money values in a template shouldn't have more than 2 digits after a point.

• Tax values will be rounded to 2 digits after a point.

• Empty money values in a template are treated as 0 [zero].

• If an invoice has an incorrect tax, the invoice will still be created, but it will be in a disputed state.

• Do NOT reply to the ServiceChannel Invoices email address.

• When you itemize invoice costs via the MS Excel template, you create a row for each line item, causing one invoice number to have several rows of information. Therefore, we strongly recommend that you use the Line Item Invoice Template only when your client asks you to submit this invoice type. Otherwise, complete the Standard Invoice Template.

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