You can create related Invoices and Receipts to help track your money and service delivery.
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After creating a Service Order, you can proceed to create the necessary related documents.
Please note that in the Service Order and in related documents in items, there are no Quantity and Price fields. Instead, you can edit the Net Total field. The document, all document calculations, and progress tracking are amount-based.
How to Create an Invoice for the Service Order
To create a related Invoice for the Service Order, follow these steps:
1. Open the needed document and press the Create Invoice button on the right action panel.
2. You will proceed to select the necessary items you want to add to the Invoice.
3. Check and fill out the needed document fields. Please note that you can check the necessary Budget Breakdown dates if you have previously activated this function.
4. In the created Invoice on Draft status, double-check the information and proceed with either:
- Confirming — if everything looks good in the document. In case you have the Approval Workflow in place, the document will be sent to approvers and will hold the Pending status until the last approver confirms the document. After obtaining all the confirmations, the document will gain Approved status.
Please note if you have added a Budget with an active Limit and the amount exceeds the Limit, you will not be able to confirm such a document.
Also, the Invoice amount should be greater than 0 and you cannot enter the negative values for Net Total.
- Editing Invoice — making necessary changes so that the document meets your criteria.
You can also edit the amounts in Budget periods, please read this article to learn more.
In Service Order, you can create multiple invoices for each individual item line and manually input the Net Total of the item.
If you are using the Invoice Blocking without Receipt functionality please note that you can still Edit the Invoice on the Pending Receipt document status in case you need to enter changes:
The invoiced progress of the document you can track:
- General total calculations for the whole document can be seen in the document body for the Net Total Invoiced and Uninvoiced amounts, as well as the Invoiced progress as a percentage of the Total.
- The Invoiced/Waiting amount can be seen individually for each item line.
- In case you have activated and used the Budget Breakdown function, you can see the Invoiced amount in the corresponding field.
Matching Invoice to Service Order
The document Matching will be triggered if the individual item or the Total document amounts are changed by more than the set Tolerance Rate.
Please follow this link here to learn more about the Tolerance Rate work in Precoro.
How to Create a Receipt for the Service Order
To create a related Receipt for the Service Order, follow these steps:
1. Open the needed document and make sure that your items have the Can Be Received checkmark activated.
2. Press the Create Receipt button on the right action panel.
3. You will proceed to select the necessary items you want to add to the Receipt.
3. Check and fill out the needed document fields.
4. In the created Receipt on Draft status, double-check the information and proceed with either:
- Confirming — if everything looks good in the document. In case you have the Approval Workflow in place, the document will be sent to approvers and will hold the Pending status until the last approver confirms the document. After obtaining all the confirmations, the document will gain Approved status.
- Editing Receipt — making necessary changes so that the document meets your criteria.