To get started, you'll need to go to the relevant invoice run. To do this, follow these simple steps.
Click Finance, then click Invoice.
Click Runs, select the relevant run.
When you click an invoice run with the Service Package Module & Function enabled, a new Service Package tab appears. This tab allows you to indicate whether service packages should be applied to this invoice run and to configure the service package details.
By default, the Service Packages checkbox on the Service Packages tab is unchecked.
⚠️Important: Fixed invoices and service packages cannot be enabled together on the same invoice run.
To enable service packages on an invoice run follow these simple steps.
Click the Service Packages tab.
Select the Service Packages checkbox.
Configure the relevant details.
Field | Description |
Service Package Type | The values are Daily, Weekly, Monthly and Annually. When Monthly is selected, an additional Number of months field will become visible. Due to the fluctuation in the number of days in a month, it will not be possible to automatically calculate the number of months on the invoice. Therefore, this field is mandatory to ensure the correct number of months can be calculated. |
Invoice Hours | The values are Actual or Planned. This setting determines whether calculations that account for the duration of a service duty use planned or actual hours. |
Display Duties on Invoice | The values are Hidden, Duties with Charges and All Duties. This setting determines what can be seen on invoices for service packages. |