1. In the Search box, enter Service Orders, and then choose the related link.

2. Select the service order that you want to invoice and open the order card.

3. On the Lines FastTab, choose Actions, choose Order, and then choose Service Lines.

4. In the Service Lines window, find the required entries and, in the Qty. to Invoice field, specify the quantities for which you will charge the customer.

   Note

   You can invoice the customer for the registered service either fully or in parts. If you choose to invoice the customer fully, the value in the Qty. to Invoice field must be equal to the value in the Quantity field. You can post a full invoice together with a full shipment, and you can post a full invoice for an already posted full shipment that has been neither invoiced nor consumed previously. When you post a partial invoice, there are two ways of specifying the quantity to invoice. If you are going to post the service with the Ship and Invoice option, the value in the Qty. to Invoice field must be equal to that in the Qty. to Ship field. If you want to invoice an already posted shipment, the quantity to invoice must be no larger than the value in the Quantity Shipped field.

5. On the Actions tab, in the Posting group, choose Post. In the window that opens, select Invoice or Ship and Invoice.

The service line you have selected is posted. You can post several service lines at once by selecting them all and choosing Post. If you do this, make sure you have filled in all the necessary information on the lines you want to post.

When you post the order with the Invoice option, a posted service invoice is created along with the corresponding ledger entries and updates to the relevant fields on the service lines of the order. In addition, previously posted shipment documents are updated with the quantities that have been invoiced. If you select the Ship and Invoice posting option, a posted shipment is created.

Tasks

Concepts