Note the following when configuring auto invoicing options for a service: There can only be one set of invoicing options defined on a service record for a given billing company. Each set of invoicing options is linked to an invoice type account group, which determines the type of invoice or credit note that is to be raised. Therefore, if both invoices and credit notes are to be raised via the auto invoicing process, two separate service records must be created and each record must be linked to a different invoice type account group that references the relevant invoice type (Non Timesheet Based Invoice - Perm/Service and Non Timesheet Based Credit Note - Perm Service respectively).
Note also that the Services Maintenance > Add/Edit Services screen features a display-only field labelled Job Type, which is defaulted to the option of Permanent. The Job Type field is reserved for future use and does not currently affect the ability to assign a service to different types of jobs. |