Navigate to Clients > Orders & Invoices

 

What do the columns mean on the Service Order screen? 

 

  • Below is an explanation of what you see on the service order screen:

Start Date

This is the date of the first service that appears in any service order.

End Date

This is the date of the last service that appears in any service order.

Invoice

This column contains either a "Quote" or "Invoice No." followed by an invoice number (such as "Invoice No. 188").

  • Services in any Service Order showing a "Quote" have yet to be invoiced. Click the word "Quote" for options to create an invoice.

  • If the invoice column contains an invoice number, these services have already been invoiced. Click the invoice number for more options.

Total

The total can represent different values:

  • If the Invoice column contains the word "Quote", the Total column contains the value of all services that have yet to be invoiced in the service order.

  • If the Invoice column contains a number, the Total column contains the Invoice total whether paid or unpaid.

Paid

The Paid column contains the total amount of money that has been receipted (paid) against an invoice.

  • If the Invoice column contains the word "Quote", the value in the Paid column is always Zero. This is because it is not possible to receipt money against a Quote.

  • If services have been invoiced, any money in the Paid column represents money receipted against that invoice.

OS

Outst. stands for Outstanding and represents the amount of money still owed by a client in respect of any given invoice. Outst. is calculated as the value of the Total column less any value in the Paid column.

  • If the Invoice column contains the word Quote, the value in the Outst. column is always Zero. This is because services have not yet been invoiced and so the client does not yet owe anything.

  • If services have been invoiced, then the Outst. column is calculated as the value of the Total column less the value of the Paid column.

Due

Due contains the due date of each invoice or Quote. The due date is calculated automatically according to the Payment Type associated with the Invoice or the Quote. The due date will be blank if the Quote has not yet been sent to the client or if no invoice has been created.

Age

Age works in conjunction with the due date to show when an invoice is / has or will become due. It is a number that can be negative, zero or positive and:

  • when negative it shows the number of days until an invoice becomes due, or

  • when zero it indicates that a Quote or an invoice is due today, or

  • when positive it shows the number of days since an invoice became due.

Status

Status will display one of the following:

  • QUOTE: When services have been scheduled, but not yet been invoiced, the order is said to be in the Quote stage. Quotes can be sent to clients as and when required and they act as a confirmation of price and also as a confirmation that the service has been booked correctly. Quotes are not invoices and you cannot receipt money to a quote.

  • OUTSTANDING: When one or more services have been invoiced and the client has not yet paid or when one or more services have been invoiced and the client has paid some, but not all, of the amount due.

  • PAID: When one or more services have been invoiced and the client has paid all of the amount due.

  • VOID: When one or more services have been invoiced and the invoice is no longer valid (for example because it was found to be incorrect or perhaps the client no longer requires the service), the invoice can be made Void.

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