Report efforts

When your customer purchases services from you, you will receive a service order. When you have completed the service, you need to report the efforts (e.g. hours) and the materials used to the buyer. After the buyer has approved your report, the type of the order is changed to Goods Receipt, after which you can flip it into an invoice.

Report your efforts as follows:  

1. Click Orders, and select Overview. The Order Overview page opens. 

1. For the desired service order, click Edit.

2. The Service Order page opens. 

   1. Click Report efforts. The Service Entry Sheet opens.

   2. 

      Report your services in one of the following ways:  

   • If you want to report all the rows from the original service order, click the button in the Service Entry Sheet section.