The Service Billing Workflow page summarizes the main five workflows for creating and processing billable items. Click through these workflows to find the workflow that best fits your business requirements.
Each workflow is described in more detail below.
When billing for recurring services—outside of a sales order—there is only one workflow possible.
Recurring Services - The service is delivered continuously throughout one or more time periods.
Customer
Recurring Services
Pending Items
Invoice
When billing by non-recurring time and materials, four workflows are provided. The last work flow—a sales order— can also include recurring services.
Basic - Create billable items and invoice immediately.
Customer
Pending Items
Invoice
General Entries - Create billable items in General Entries, but hold off finalizing them until you're ready to invoice.
Customer
General Entries
Pending Items
Invoice
Work Orders - Create a work order to define the work to be done and estimate the cost before creating billable entries.
Customer
Work Order
Pending Items
Invoice
Sales Orders - Create a sales quote for customer approval. After the approval, convert the sales quote to a sales order. On conversion, a work order is created for time and materials items. Any recurring services defined in the sales order are also activated.
