How to Create Invoice in Service Call

How to Create Invoice in Service Call

Follow these steps to generate an invoice for a Service Call in AltheaSuite.

Step 1: Login into your AltheaSuite account.

Step 2: Filter Not Invoiced service calls.

• From the main menu, select Service Calls. 
• Filter the document by selecting Not Invoiced from filter options.
• Click apply to to display only service calls that have not yet been invoiced.

Step 3: Create an Invoice

• Select the service call document that needs to be invoiced.
• Click on the context menu (three dots) next to the selected document.
• Choose “Create Invoice” from the options.

Alternatively,

• You can also MODIFY the service call document.
• Scroll to the bottom of the document.
• Click on “Create Invoice” to generate the invoice directly from the service call.

Step 4: Process the Payment for Parts and Service charge.

• The parts used for the service are covered under warranty by the finance agency BOA, so no additional payment is required for parts.

• However, the service charge is not covered under the warranty and will be paid by the customer.

Click on “Pay Now” to navigate to the payment screen.

On the payment screen the customer can choose their preferred mode of payment to complete the transaction for service charge

The generated invoice can be viewed under Sales Invoice. The Service Call number will be reflected in the grid for reference.