Repair invoices are repair order records that have a repair invoice status (see Repair Invoice Statuses). As long as a repair order record has a repair order status, it does not affect the internal accounting. As soon as the status is switched to a repair invoice status then an entry is made into the internal invoices sub ledger, and any changes to that invoice will result in an adjusting entry in the sub ledger.
Repair invoice statuses include the options of a repair being completed, refused, or abandoned. Refused repairs are still considered invoices as many businesses charge an estimating fee even if an item is not repaired. Or, if appropriate, invoices can simply be left with a zero amount total. If the repair invoice status indicates that the repair was completed then the date the repair was completed automatically becomes the invoice date. If the repair invoice status indicates that the repair was refused or abandoned then the date the repair was refused or abandoned automatically becomes the invoice date.
For details on creating and editing repair orders and repair invoices, see Repair Orders/Invoices.
- change back to repair order status reverses entry
- deleting reverses entry?
- calculate from detail lines or override
- default whether to detail line or override
- calculate markup from subcontracted repair costs
On the Warranty tab of the repair order record, the customer to bill may be selected. The system default is to turn off third-party billing and bill to self, or in other words, to bill to the same customer indicated on the Customer tab. To turn off third-party billing, enter account 0 in the Customer to Bill field, or select Bill to Self from the name dropdown.
Optionally, the invoice may be billed to a third-party by selecting a different bill-to customer. For example, a warranty repair might be billed to the product manufacturer, an invoice from a branch location might be billed to a head office, or a drop-shipped repair might be billed to a retail store. To select a third-party billing account, enter the customer account number or quick code in the Customer to Bill field, or select the customer name from the name dropdown.
Customer accounts that appear in the Customer to Bill list must first be created in the customers module (e.g. accounts for the product manufacturer, head office, etc.) On the Billing Address/Info tab of the customer account record, check the Allow Third-Party Billing to this Customer checkbox.
Each customer account can also be configured with a default customer to bill, as entered on the Address/Info tab of the customer account record. When a customer account is entered or selected on the Customer tab of a new repair order record, then the default customer to bill is automatically copied to the repair order. Customer accounts that are marked as allowing third-party billing must always be configured with a default of bill to self.
At times, charges for a repair may need to be split between multiple parties, for example when only part of the work being done is under warranty. This can be accomplished by having multiple repair order records that are linked together, one for each billing party.
Create a new repair order record like usual, enter or select the appropriate third-party billing for the first billing party, and save the repair order. Ensure that the new repair order record is highlighted in the repair orders browse window, and select File Replicate Repair Order from the main menu. A new repair order record will appear with much of the same information filled in, but with the billing charges cleared. Enter or select the appropriate third-party billing for the next billing party, and save the repair order. Repeat this process for each additional billing party.
- what constitutes a linked repair order
- comment in private notes area
- difference between unique make and model, or just make
- option whether or not to open linked repair orders together
- versions in which this feature is available
- different invoice forms and direction to setup area
- customer account that can display different financial data on form
- print additional forms with the form
- form options setup area
- which statuses automatically print the repair invoice forms
- batch print repair invoices based on customer account or billing account