Overview
Once your service has been rendered according to the requirements defined in the sales order, it is ready for billing. The service provided is captured and documented.
The company issues a customer invoice to record the receivables.
Open items and amounts, registered by the customer invoice, are checked on different receivables accounting levels: contract, order, invoice.
If all receivables records are correct, the invoice is sent to the customer.
As a result of the process, a customer invoice for services is issued.
Video guide
Issue customer invoices for services flowchart
Paths
| Path | Sales → Sales management → Issue invoices |
|---|---|
| In-app link EN code |
e1cib/command/DataProcessor.LogOfSalesDocuments.Command.InvoicesForRegistration
|
| In-app link RU code |
e1cib/command/Обработка.ЖурналДокументовПродажи.Команда.НакладныеКОформлению
|
How to create customer invoices for services
1. Go to Sales, then click Issue invoices under Sales management.
2. Review the list of references, find the one related to the Sales order for services.
3. Select the reference, click Register by orders.
4. Open the Customer invoice — Services document, click the Main tab, check header data copied from the sales order.
5. Click the More tab, check additional data copied from the sales order.
6. Click the Services tab, check the item data.
7. Click the Main tab, click the Payment hyperlink. In the Payments rule menu, check payment milestones, % of payment, Payment date, and Payment amount.
How to review customer AR/AP open items
1. In the Customer invoice — Services document, click the Reports → Customer AR/AP open items.
2. In the Customer AR/AP open items report, check the Customer receivables information.
How to send invoices to customers
1. In the Customer invoice — Services document, click Print → Customer invoice — Services.
2. Print the invoice, save to file, send to the customer.