Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Engagement
  5. Service Desk
  6. Project Management
  7. Automation & Wide-Area-Monitoring
  8. Job Cards
  9. Education & B-2-B online training
  10. Billing and customer statements
  11. Inventory & Asset management
  12. Production management
  13. Human Resources and Payroll
  14. Procurement and Supply chain
  15. Ledgers & Accounting
  16. Reporting and Analytics
  17. Administration & configuration
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Billing Job Cards

Billing Job Cards is an important part of your service process. Ensure that billing is performed by the correct person in a procedural manner that ensures few mistakes.

To create an invoice for a job card it is best practice to use the costing tab on the job card. On the costing tab you can create a sales document, for instance and invoice. The job card in this case will be linked to the sales document. If you create the sales document elsewhere, you will have to manually link the job card to the document. Linking the job card to the sales document is good for billing purposes and recordkeeping. It allows customers to see the source document on the invoice.

When billing a job card it is important to include all labour, travel and parts used to complete the job. The defailt can be found on the costing tab. Refer to some of the other tabs should any information be included in the billing document.

Once a job card is billed, it is very important to change its status to an applicable state. This will remove the job card for the queue that awaits billing.

 

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