Overview
Once a one-off service is provided and confirmed by the customer, the company is authorized to issue an invoice to the customer.
The customer invoice creates a receivable to the customer. It is usually not necessary to link invoices for one-off services to a sales order.
As a result of the process, an invoice for one-off services is issued to the customer.
Issue customer invoices for one-off services flowchart
Paths
| Path | Sales → Sales management → Sales documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfSalesDocuments
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовПродажи
|
How to create customer invoices for one-off services
1. Go to Sales and then click Sales documents (all) under Sales management.
2. Create a new Customer invoice — Services and Assets document.
3. Select the Sales transaction.
Note
This document can be used for other transactions.
See how to Create sales invoices of assets sold.
See how to Transfer assets to buyers (deferred title transfer).
How to fill header data in customer invoices for one-off services
1. In the Customer invoice — Services and Assets document, click the Main tab.
2. Select a Company.
3. Select a Customer and a Counterparty.
4. Select the Terms of sale.
Note
The system will automatically fill some document fields:
- Determine whether the Contract must be specified.
- Fill the document Currency.
- Fill the Payment rules.
- Other information.
5. Click the More tab.
6. Select an Employee, a Business unit, a Taxation.
7. Select the Line of business if it is required by the business case.
How to fill item data in customer invoices for one-off services
1. Click the Revenue (income) tab.
2. Add a new line.
3. Enter a short description of the service in the Content column.
4. Enter the Quantity, Unit of measure, Price.
5. Select the lines, click Set VAT rate, and select the value.
6. Select the lines, click Set income item and dimension, and select Income item and Income dimension depending on the business case.
7. Click the Cost (expenses) tab.
8. Add a new line.
9. Select an Expense item, an Expense dimension, an Asset and liability item, and a Dimension of assets and liabilities.
10. Enter the Amount.
11. Post the document.
How to send invoices to customers
1. Print the invoice and send it to the customer.
2. Use any communication tool: phone, email, mail, a self-service portal, or interfaces with external systems.
3. Record the communication in Business interactions.