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Create New Service Invoice (Work Accomplishment to Service Invoice)
Create New Service Invoice (Work Accomplishment to Service Invoice)
Step 1: Access Service Invoice Module
Step 1: Access Service Invoice Module
Go to the side menu and click 2. Sales.
Click 2.2 Service Invoice
Click Browse WAC
Step 2: Select Transactions
Step 2: Select Transactions
Select one or more items from the Work Accomplishment Detail List, make sure all selected items belong to the same project.
Click Browse.
Step 3: Review and Enter Details
Step 3: Review and Enter Details
Review the populated details.
Enter the Service Invoice Number (S.I No.).
Add remarks in the text field.
Select the VAT, discount, recoupment, and withholding tax fields, if applicable.
Click Save or Save & Print to make the entry For Checking.
Checking of Service Invoice
Checking of Service Invoice
Step 1: Open and Check the Transaction
Step 1: Open and Check the Transaction
In the filter buttons, select the transaction tagged as For Checking.
Double‑click the transaction to open the entry form.
Step 2: Confirmation
Step 2: Confirmation
Review the details and have them checked by the authorized personnel.
To check the transaction, click the check icon displayed on the right side of the field.
A success notification will display confirming the transaction has been checked.
Printing and Exporting of Service Invoice
Printing and Exporting of Service Invoice
Step 1: Select Transaction
Step 1: Select Transaction
Select the desired transaction.
Click View/Print in the action buttons.
Step 2: Output Options
Step 2: Output Options
To print the form, click Print.
To export the form, click Export.
Choose the desired format: Excel or PDF.
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