Service Jobs - Invoicing, Progress Claims and Credits

Jobs can be invoiced at any time in one of three ways:

• normal invoices - this is where you want to use either the calculated do-and-charge figures or the quoted lump sum value - refer to "Job Transaction Processing - File - Normal Invoice"
• free form invoices - this is where you need to write several lines of text and/or job value lines on your invoice to describe the work provided and associated sales amounts - refer to "Job Transaction Processing - File - Free Form Invoice"

• progress claims - this is where a job is going to be invoiced more than once and may include approved variations - refer to "Job Transaction Processing - File - Progress Claim".

When a service job is ready for invoicing, you can select to itemise the materials and labour being billed, or show the job value as a lump sum. Alternatively, the materials might be itemised while the labour is combined as one lump sum figure.

Even if you enter a quoted (contract) amount against a job, Micronet assumes that jobs are to be treated as do-and-charge types of jobs where the materials plus their markup % are added to the total labour $ to produce the job invoicing amount. However, you can choose to use the quoted amount at time of invoicing.

When a job is invoiced, Micronet can automatically change the job status. The status is typically changed to C for Complete as per settings in the Department master file (refer to "File - Department"). By setting a job to Complete, the job becomes inactive so that no further postings can be made to the job unless it is changed back to an active status. A job should not be flagged as Complete if there are outstanding purchase orders still not received; those orders would need to be received or cancelled in order to close the job.

Technical Tip You can invoice a job more than once without creating progress claims, e.g. if you add labour or materials to a job. When you have invoiced a job once, you can't change the type of invoicing for that job.

This topic also explains how to:

• process a credit note for a service job - refer to "Job Transaction Processing - File - Credit Note"
• load a held invoice for a service job - refer to "Job Transaction Processing - File - Load Proforma Invoice".

Technical Tip To reprint an MJC invoice after you have printed it once, you must use the Reprint Invoice option in MDS (refer to "Sales - Reprint Invoice").