How automated invoice creation for the service contracts are created?

Navigation: Contracts --> New Contract

The service contract is the service agreement between the business and the customer, listing services that need to be performed along with the timeline and other vital information. For the service contract, now the automated invoice is introduced.

1.  Select the "Contracts" module from the left panel.

2. Enter the customer details by selecting the "Choose Customer" option and similarly fill the "Contract" "Part/Service" details.

3. Select the "Invoice" tab and enter the necessary invoice details under the "Invoice Details" section.

A) Select the "Billing Period"  The billing period can be configured inside "Settings -->  Quote &  Invoice Page."

B) Enter "Generate Invoice Before (In Days)" details.

C) Select the "Payment Term" details. The payment term can be configured inside "Settings -->Quote & Invoice."

D) Fill in the "Invoice Template" details which are applicable.

E) Choose "Yes" to automatically generate the invoice using the "Automatically Generate Invoice" option.

F) Choose "Send Invoice to Customer" to automatically share the invoice with the customer.

The automatic invoice generation helps the user send the invoice quickly for the service contract, especially periodic maintenance. Instead of manually entering the invoice and sending it, our new features allow users to solve the issues by automation. 

• Related Articles

• How to create a new service territory in the Zuper web app?

  Zuper’s Service Territory simplifies planning and managing service regions, especially when dealing with large geographic areas. By dividing and controlling regions, you can ensure that your teams are strategically allocated to handle jobs within ...

• How to create a new contract in the Zuper web app?

  The service contract is the service agreement between the business and the customer, which lists down services that need to be performed, timeline, and other vital information. By choosing the "Contract Package" helps you to auto-fill all the key ...

• How to create & manage Service Tasks?

  Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...

• How to access and manage your AR invoice details in the Zuper web app?

  The Invoice details page lets you view the complete information of the invoice and all its associated records in a single place. From the invoice listing page, you can click any one of the Invoice No. to go to the invoice details page. Navigation: ...

• How to create a new AR (Account Receivable) invoice in the Zuper web app?

  An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. Navigation: Accounting --> Invoices --> + New Invoice 1. Select the “Invoices” icon from the left navigation menu ...