Effortless Itemized Receipt Generator for Planning

Itemized receipt generator for Planning

hello everybody welcome back to another service works video tutorial my name is Wil Freeman and today we'll be talking about our invoicing process so there are three different types of invoices you can set up and service works to set them up you go to configurations this wheel up at the top right you click invoice settings right here on the left you click invoice charges and then you scroll down here to this other option box and you can choose between itemized invoice fixed price and voicing and a rollup invoice so I'm going to show you the 3 different kinds of invoices and let you know the differences between them so if you chose the roll-up invoice you would press save and then that looks like this example right here so you can see in this job there are two different services there are 3 different items and there are about 3 charges but the two services are rolled up into this one $300 amount and you can't see what they are you can't see what the items are either here underneath this appliance you can just see the total item charge and then with these other charges you can just see the total and then at the bottom you just see five hundred and twenty four dollars and sixty-five cents and that has taxes included but you don't see anything indicating taxes you just see prices in the total and there so it's very simple it's very clear and it's everything's rolled up into a ball of just one category for service for services one category for items in one category for charges the next option is fixed price invoicing so you'd click that and press save and that looks like this that's you can just see everything that's on the invoice and the list you got one two three four five six seven eight so we've got here's a hundred dollar service so in the roll-up this was three hundred dollars in the fixed price invoice we can see this particular service is one hundred dollars this particular service is two hundred dollars and then moving on we've got these items and then we've got these charges and you can see individual charges you can see prices then down here you can see taxes for the other charges you can see taxes for the items you can see the subtotal without the taxes and then you can see the total so as opposed to this simplicity where it's all rolled up into one with taxes added here you can see everything broken down and then this third one itemized invoice you would press save you can edit here it breaks things down based on services and then being a part of this product under this appliance so if we had a second appliance you would have these three parts here then we'd see another appliance and then those parts underneath that as opposed to here where you just see every charge listed no difference is given to the charges you don't know if something's an item or a part unless you look really closely here you can see these are the services and these are part of the part and then you can see the charges right here because they're not charged by unit so with this you can also see the taxes and the subtotal but these are our three invoice breakdowns you can choose whichever one you like itemized invoice fixed price invoice or roll-up invoice and let me know if you have any questions thanks a lot