What's new in
Field Services
Discover enhancements coming in the Spring Release
Feature summary
- Automatic credit memo creation: Automatically generates a credit memo with original invoice details to ensure accuracy.
- Error reduction: Minimises errors by automating the process and pre-filling the credit memo with the invoice details.
- Enhanced workflow: Allows seamless cancellation of the original sales invoice and re-billing of the associated service order or appointment.
- Consistency and reliability: Ensures all invoice lines are included in the credit memo, making the reversal process more reliable.
Enhancement
Optimised Retrieval of a Billing Cycle
Increased efficiency, flexibility, and accuracy in managing billing cycles.
Feature summary
- Flexibility: Adapts to various billing settings, allowing users to manage multiple billing options based on service order type or customer preferences.
- Consistency and reliability: Ensures billing cycles are consistently applied across all service orders and appointments, improving billing process reliability.
- Enhanced system performance: Streamlines processes by reducing system load through simplified billing cycle determination.