Service Business Tutorial

4 types of Invoicing in ServiceWorks

Depending on your business, the need for invoicing varies. It is not just about the look and feel or branding it’s about the elements in the invoice and how you want to show it to the customer.

In ServiceWorks we support 4 types of Invoicing. Please discuss your business process with Product Specialist to help you chose the type for your invoice.

  1. Regular
  2. Itemized
  3. Fixed Price
  4. Roll Up

Regular Invoice for one Product

Let’s say you created a job with the following charges. This includes item charges, service charges and other charges.

Now for regular invoicing your items will be displayed like this when Items are NOT INSTALLED or marked as DELIVERED

When items are marked as DELIVERED the same invoice will look like this. It will have the items charges included as items are marked as Billable to Customer.

Regular Invoice for multiple Products

This is how it will show when items are not installed. You will not see any items in the charges, but you will see the list of Products on the top that you worked on.

This is how it will show when items are installed. You will see the items listed out.

Itemized Invoice

For the same ticket above if you chose it to be itemized invoice then the invoice will look like this. It will group the items by the product and it will show you the details of the items.

Roll Up Invoice

For the same ticket above if you chose it to be roll up invoice then the invoice will look like this. It will group the items by the product and it will NOT show you the item price individually but will roll up the price to the product level.

Fixed Price Invoice

For the same ticket above if you chose it to be fixed price invoice then the invoice will look like this. It will show you only the Service Charges, Other Charges but no Item charges.

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