Service Invoice
Complete guide to creating and managing invoices related to service orders
Creating Service Invoice
Billing for Service Work
Service Invoice is issued to bill for services such as consulting, maintenance, and project-based work. You can connect it to a service order for efficient management or create a new one from scratch.
Before You Start
Required Data Verification
Before creating an invoice, verify that the following data is registered in the system. Using pre-registered data speeds up document creation and ensures data consistency.
Company Selection
Only companies pre-registered in Data Management > Entity can be selected.
Bank Account Verification
Verify that a bank account is registered in Basic Data > Accounting.
Currency Selection
Only currencies pre-registered in Basic Data > Currency can be selected.
Service Order Connection
Select Invoice Creation Method
You can connect to an existing service order or create a new invoice from scratch.
Reference a service order with Issue status to easily create an invoice. Client, service, and amount information are automatically linked.
Create an invoice from scratch without connecting to a service order. All information is entered manually.
Document Information Input
Invoice Basic Information
The header section includes service order connection options, document identification information, and payment-related details.
Document Number
Document number is automatically generated by the system. Can be modified by the user if needed.
Document Date
Select the date when the document is being issued.
Reference Number
Enter a reference document number if this document relates to another document.
Document Description
Enter content related to the service invoice issuance.
Payer
Select the company to request payment from.
Currency
Select the currency to be used for the invoice.
Account Name
Select the bank account to receive payment.
Invoice Item Input
Billing Items and Amount Information
Enter the items and amount information to be included in the invoice. You can add multiple items for detailed billing breakdown.
Item Name
Enter the name of the item to be invoiced.
Unit
Enter the unit of the item. (e.g., EA, SET, BOX, etc.)
Quantity
Enter the quantity of the item to be invoiced.
Unit Price
Enter the unit price of the item.
Add New Item
Add additional items to the invoice.
Notes
Additional Document Information
Enter additional notes, payment instructions, or special remarks to be displayed on the invoice document.
Notes
Enter any additional notes, terms, or conditions that should appear on the document.
File Attachment
Upload Related Documents
Upload files related to the invoice. Various file formats including contracts and supporting documents can be attached.
Invoice Page
Managing Created Invoices
After creating an invoice, you will be taken to a page where you can view details, manage document status, and perform various actions. The account page consists of a document header and document details.
Status Options
Payment Receipt Status
A switch to set the payment status of the issued invoice.
Generate a PDF document. Can be used for printing or email attachment.
Send File
Send the PDF document via email.
Update
Modify and save the document content.
Record Income
Create an income transaction voucher when payment is received for this invoice.
Add Receipt
Generate a receipt for the requested invoice.
Delete
Permanently delete this document from the system.