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Invoice Form Default by Service Order Type

Updated over a month ago

Overview

Invoice forms can default based on service order type, providing more specific control over invoice formatting.

Defaulting Priority

  1. Service Order Type invoice form (if all service orders are the same type).

  2. Location Customer invoice form.

  3. SE Parameters default invoice form.

Configuration

  1. Navigate to Service Management > Service Order Types > Service Order Type Details.

  2. Select the Invoice Forms tab.

  3. Configure invoice forms for different scenarios:

    • Single Service Order - No Scheduled Billing

    • Single Service Order - Only Scheduled Billing

    • Single Service Order - Mixed

    • Multiple Service Orders - No Scheduled Billing

    • Multiple Service Orders - Only Scheduled Billing

    • Multiple Service Orders - Mixed

Verification

  1. Navigate to the Invoice browse.

  2. Add the Service Order Types field to the column set, which lists all the unique service order types from the service orders on an invoice.

  3. Verify the correct invoice form will be used before printing.

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