Dynamics Community Forum Thread Details

Service Billing Solution

Hi all-

Hoping someone in the forums will have experienced this type of situation before or can help point me in the right direction. We're a field service company and currently use Service Contract for our monthly recurring invoices and bill everything else via manual entry in AR Invoice/Memo (We have office managers in each of our 10-12 regions who process this end of the cycle).

This creates a few problems: Billing delayed as it's not in visible in SL until manually entered/reviewed/posted, month end becomes a nightmare trying to fit in all of the monthly items, a few clients have very specific invoicing needs and our offices have to remember what to put on the invoices for each area. Missing a work order number or forgetting to itemize labor/materials could delay invoice processing and put the invoice in a back and forth pattern between the client and our billing office.

We've looked at Invoice Entry via Service Dispatch as a possible solution. We're not at the point where we want to utilize the dispatch feature itself, though. Any ideas how we could streamline our 500+ invoices per month and create not only a visibility for work requested/waiting to be invoiced, but also utilizing what SL has available. Transaction import has been thrown around as well.

Thanks in advance

-rose

Quick Links

Leaderboard