4/19/2023 0 Comments Bulk imports in billings proServiceTrade invoices are meant to be Pro-forma. How do I attach reports or other files to invoices? Though you may want to look into using Service Templates to partially mitigate this need. (ServiceTrade is not meant to be a billing platform)Ĭan I automatically add certain items, such as a truck or admin fee, to all invoices? However, we recommend you set up automated invoicing in your accounting system for something like this.You'd then need to complete that empty job and create an invoice. You could create a recurring service with a service description that says something like "BILL ONLY", which will need to be turned into a job via the Service Opportunities Report.The ServiceTrade model currently only creates invoices if there is a job.I do a semi-annual job but need to bill in increments. We allow you to create as many partial or final invoices per job as you like. I still see the "invoice job" button lit up after creating a final invoice. However, ServiceTrade has confirmed that the updated invoice layout fits in this Amazon envelope. Note: Not all #9 double windowed envelopes have the exact same dimensions. To support that need, we have improved the layout of our invoice header to support most #9 and #10 double-windowed env elopes: However, we recognize that some customers may not be able to receive online or even emailed invoices, and in those cases it's important to be able to print and mail invoices effectively. ServiceTrade's recommended method of delivering invoices to your customers is our Invoice Link feature, which allows those customers to view those invoices online, and to view the invoice's service details through integration with ServiceTrade's Service Links. You can print an invoice by clicking the Print Invoice button on the Invoice Page: Enter a negative price to signify that this is being taken off the invoice.You may wish to have a library item called "Discount" (or many different ones), or simply type "Discount" as an item on your invoice.
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