Invoicing is an important part of any business and ServiceCore makes it easy for you to create and send invoices to your customers either in advance or in arrears.
In this article we’ll walk through how to create a one time invoice.
To learn how to send invoices to your customers, click here!
Before You Start
Here are a few things to know before you continue:
- You must have Manager, Admin, or Owner level permission to create an invoice.
- If you’re creating an invoice for a new customer, you’ll need to add them to your ServiceCore account first. If you need help adding a customer, click here!
- The services and/or surcharges you’d like to include in an invoice must be created in your ServiceCore account before you create an invoice including them. If you need help creating a service or surcharge, click here!
- Invoices are not automatically sent to customers.
- You’ll see invoice reminders on your ServiceCore dashboard.
- The recommended workflow for creating one time invoices for rentals is a bit different. If you need help creating a one time invoice for a rental, click here!
Create an Invoice
There are two paths to creating an invoice: directly from a customer details page and using the + button at the top of your account.
Creating an Invoice From the Toolbar
- Click on the + button in the top right corner of your account.
- Click on Create Invoice from the drop-down that appears.
- Search for and select the customer you’re creating this invoice for in the Customer field.
Selecting the customer will automatically fill in the Billing Address fields with the information in their Customer Details Page. If you’ve previously added Payment Terms to this customer, that field will also be automatically filled in.
TIP: You can adjust the Billing Address and Payment Terms if needed.
- Select an Invoice Date. (This will automatically fill in with the current day’s date.)
- Add a P.O. Number, if necessary.
- The initials in the Clerk field default to the user creating this invoice, but you can change the initials if this invoice should be associated with someone else on your team.
- Search for and select each individual service this customer needs to pay for.
- Search for and select any individual surcharges this customer needs to pay for, if necessary.
- Adjust the Tax Rate as necessary. (This will automatically fill in with the Tax Rate from this customer’s Details Page if you’ve previously added one.)
- If you’d like to include any notes on the invoice for the customer to see, you can do so here.
- If you’d like to include any notes on the invoice for your internal staff to see, you can do so here.
- If you’d like to include any attachments for your customers to have access to with this invoice, you can do so here. (Things like job site or unit pictures and service agreements or contracts can be attached to an invoice.)
Please Note: Once the invoice has been created and saved you cannot upload attachments to it. There are also attachment limits for emailing invoices. To learn more about attachments, click here.
- Select how you’re going to send this invoice to the customer, either Email or Print.
- Select what you’d like to do with this invoice once it’s saved. You can simply view the created invoice, email it to the associated customer, or print it out for mailing.
Creating an Invoice From a Customer Details Page
- Click on Customers at the top of your account.
- Search for the customer you’d like to make an invoice for.
- Click on the customer number to the left of their information.
- Click into the Accounting tab.
- Click on the ‘Create Invoice’ button.
- You'll be redirected to the Accounting section of your ServiceCore account and the Customer information fields will be automatically filled in. Please scroll up in this article to Step 3 under Creating an Invoice From the Toolbar and continue to follow the instructions.
Next up: learn how to send invoices to your customers by clicking here!
If you have any questions, please reach out to our Support team through the orange chat widget on the bottom left of this page or by sending an email to firstname.lastname@example.org!