Invoice for Service (IS)
The service invoice (IS) is only used in the case of service delivery as an invoice. This document is not a tax invoice.
To confirm service delivery that it has been delivered in full and with the correct value
To invoice and collect payments from customers according to the contract
Plan cash flow for service revenue
Select the menu Sell and Sell.
Press tab 3. Invoice
Press the Create Invoice (IS) button.
Fill in the details completely.
Press Save.
💡 Nested Tip: IS can be created from tab 2. Order to sell by
Select the sales order (SO) for which you want to create an IS.
Press the '...' action button, select Create Service Invoice (IS).
Select the menu Sell and Sell.
Press tab 3. Invoice
Select the service invoice (IS) you want to edit.
Press the action button ' ... ', select edit.
Edit the information as needed.
Press Save.
💡 Nested Tip: In case you want to edit the list of items such as price, discount, etc., go back and edit the Sales Order (SO) by canceling the Service Invoice (IS) first.
💡 Nested Tip: In case a Service Invoice (IS) has been drawn for a Receipt (RS), it must be canceled before the Service Invoice (IS) can be edited unlessin case of amendment. accounting Service invoices (IS) can be edited by assigning permissions to edit accounting.
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) you want to edit.
Press the action button ' ... ', select edit.
Edit information only related to accounting records.
Press Save.
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) for which you want to edit customer information.
Press the action button ' ... ', select edit.
Press on the right side of the save button, select Edit Customer Data.
In the event that the sales order (SO) is amended And want to add service invoice (IS) data by sales order (SO).
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) for which the sales order information needs to be updated.
Press the action button ' ... ', select edit.
Press to the right of the Save button, select Update by Sales Order.
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) to print.
Press the action button ' ... ', select type.
Print in case you want to keep records of accounting records for documents. Service invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) to print.
Press the action button ' ... ', select , type GL.
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) that you want to cancel.
Press the action button ' ... ', select edit.
Press to the right of the save button, select Cancel.
💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled.
💡 Nested Tip: In case the document is already referenced to an RS payment, the RS must be canceled before the document can be cancelled.
Date set default to today. User can change
Company/Branch select the company and branch to invoice the service.
Reference specify SO Quote Number When input from sales order SO will be copied automatically.
In case the SO number cannot be found, it can be caused by many cases, for example, the SO has already been created an IV or IS / the system user does not have permission to see the SO of that party.
Customer customer name will be automatically copied from Sales Order (SO).
Description Job Description will be automatically copied from the sales order (SO) user can change
Address address will be automatically copied from the sales order (SO).
Salesperson Name of Salesperson It will be automatically copied from the Sales Order (SO).
Urgent will be copied automatically from Sales Order (SO).
Exchange rate show exchange rate It will be automatically copied from the Sales Order (SO).
- Currency can be selected as needed. It will be automatically copied from the Sales Order (SO).
- Exchange rate is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are.
- Document currency to specify under which currency you want to print the document.
VAT price included VAT price It will be automatically copied from the Sales Order (SO).
Paid installments dividend payments will be automatically copied from the Sales Order (SO).
Item product/Service Details It will be copied automatically from the Sales Order (SO) and cannot be edited by the user.
Quantity specifies the quantity/quantity of the item.
Units units will be automatically copied from the sales order (SO).
Price unit price will be automatically copied from Sales Order (SO).
Discount The discount price will be automatically copied from the sales order (SO).
GL Chart of Accounts will be automatically copied from the Sales Order (SO).
💡 Nested Tip: You can edit the Chart of Accounts Code GL for sale if you want.
VAT VAT rate It will be automatically copied from the Sales Order (SO).
WHT check ✓ In case of outsourcing service due to withholding tax
Ret. check ✓ if the security deposit is deducted.
Payment breakdown Details It will be automatically copied from the Sales Order (SO).
Payment date payment due It will be automatically copied from the Sales Order (SO).
% The percentage of the payment on that balance.
Balance payment amount
Type select withholding type
description specify a description.
Service Value specify the service value before VAT.
Rate specify the rate according to the Revenue Department standard.
WHT value of withholding tax
PND select type of income tax
Tax payer select tax payer
💡 Nested Tip: This table is shown if ✓ is marked in the WHT column.
Warranty information specify details
Duration indicates the warranty period.
Unit select day, week, month or year.
Since specify the insurance start date.
Retention Amount will be automatically calculated as a pre-VAT x % reference as specified in the partner.
Work Assurance Due repayment Date Insurance amount
💡 Nested Tip: This table will be shown if ✓ is checked in the Ret column. In case this column is not found, go to Edit Customer Service Assurance = Yes.
Account code chart of accounts bound to product code. and selected partners
debit debit balance
credit credit side balance
CC Cost Center
Note
Note [Customer] description or additional information you would like to inform the customer. It will appear on the service invoice. printed
Note [Internal] description or additional information It will not appear on the printed purchase order.
Attachment attach relevant important documents.
Dashboard : Cash Flow
Trial Balance
Sales journal
Sales tax report
Inventory
Why a Service Invoice (IS) is required?
To confirm service delivery that it has been delivered in full and with the correct value
To invoice and collect payments from customers according to the contract
Plan cash flow for service revenue
Action permissions
Create Service Invoice (IS)
Select the menu Sell and Sell.
Press tab 3. Invoice
Press the Create Invoice (IS) button.
Fill in the details completely.
Press Save.
💡 Nested Tip: IS can be created from tab 2. Order to sell by
Select the sales order (SO) for which you want to create an IS.
Press the '...' action button, select Create Service Invoice (IS).
Edit Service Invoice (IS)
Select the menu Sell and Sell.
Press tab 3. Invoice
Select the service invoice (IS) you want to edit.
Press the action button ' ... ', select edit.
Edit the information as needed.
Press Save.
💡 Nested Tip: In case you want to edit the list of items such as price, discount, etc., go back and edit the Sales Order (SO) by canceling the Service Invoice (IS) first.
💡 Nested Tip: In case a Service Invoice (IS) has been drawn for a Receipt (RS), it must be canceled before the Service Invoice (IS) can be edited unlessin case of amendment. accounting Service invoices (IS) can be edited by assigning permissions to edit accounting.
Edit Accounting Service invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) you want to edit.
Press the action button ' ... ', select edit.
Edit information only related to accounting records.
Press Save.
Edit Customer Information Service Invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) for which you want to edit customer information.
Press the action button ' ... ', select edit.
Press on the right side of the save button, select Edit Customer Data.
Update Service Invoices (IS) based on sales orders.
In the event that the sales order (SO) is amended And want to add service invoice (IS) data by sales order (SO).
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) for which the sales order information needs to be updated.
Press the action button ' ... ', select edit.
Press to the right of the Save button, select Update by Sales Order.
Print Service Invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) to print.
Press the action button ' ... ', select type.
Print GL Service Invoice (IS)
Print in case you want to keep records of accounting records for documents. Service invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) to print.
Press the action button ' ... ', select , type GL.
Cancel Service Invoice (IS)
Select the menu Sales and Sales.
Press tab 3. Invoice
Select the service invoice (IS) that you want to cancel.
Press the action button ' ... ', select edit.
Press to the right of the save button, select Cancel.
💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled.
💡 Nested Tip: In case the document is already referenced to an RS payment, the RS must be canceled before the document can be cancelled.
Details in the document
Header
Date set default to today. User can change
Company/Branch select the company and branch to invoice the service.
Reference specify SO Quote Number When input from sales order SO will be copied automatically.
In case the SO number cannot be found, it can be caused by many cases, for example, the SO has already been created an IV or IS / the system user does not have permission to see the SO of that party.
Customer customer name will be automatically copied from Sales Order (SO).
Description Job Description will be automatically copied from the sales order (SO) user can change
Address address will be automatically copied from the sales order (SO).
Salesperson Name of Salesperson It will be automatically copied from the Sales Order (SO).
Urgent will be copied automatically from Sales Order (SO).
Exchange rate show exchange rate It will be automatically copied from the Sales Order (SO).
- Currency can be selected as needed. It will be automatically copied from the Sales Order (SO).
- Exchange rate is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are.
- Document currency to specify under which currency you want to print the document.
VAT price included VAT price It will be automatically copied from the Sales Order (SO).
Paid installments dividend payments will be automatically copied from the Sales Order (SO).
Item table
Item product/Service Details It will be copied automatically from the Sales Order (SO) and cannot be edited by the user.
Quantity specifies the quantity/quantity of the item.
Units units will be automatically copied from the sales order (SO).
Price unit price will be automatically copied from Sales Order (SO).
Discount The discount price will be automatically copied from the sales order (SO).
GL Chart of Accounts will be automatically copied from the Sales Order (SO).
💡 Nested Tip: You can edit the Chart of Accounts Code GL for sale if you want.
VAT VAT rate It will be automatically copied from the Sales Order (SO).
WHT check ✓ In case of outsourcing service due to withholding tax
Ret. check ✓ if the security deposit is deducted.
Payment schedule
Payment breakdown Details It will be automatically copied from the Sales Order (SO).
Payment date payment due It will be automatically copied from the Sales Order (SO).
% The percentage of the payment on that balance.
Balance payment amount
Withholding tax table
Type select withholding type
description specify a description.
Service Value specify the service value before VAT.
Rate specify the rate according to the Revenue Department standard.
WHT value of withholding tax
PND select type of income tax
Tax payer select tax payer
💡 Nested Tip: This table is shown if ✓ is marked in the WHT column.
Work guarantee table
Warranty information specify details
Duration indicates the warranty period.
Unit select day, week, month or year.
Since specify the insurance start date.
Retention Amount will be automatically calculated as a pre-VAT x % reference as specified in the partner.
Work Assurance Due repayment Date Insurance amount
💡 Nested Tip: This table will be shown if ✓ is checked in the Ret column. In case this column is not found, go to Edit Customer Service Assurance = Yes.
GL Accounting Table
Account code chart of accounts bound to product code. and selected partners
debit debit balance
credit credit side balance
CC Cost Center
Note
End of document
Note [Customer] description or additional information you would like to inform the customer. It will appear on the service invoice. printed
Note [Internal] description or additional information It will not appear on the printed purchase order.
Attachment attach relevant important documents.
Link
Document in this step will be linked to
Dashboard : Cash Flow
Trial Balance
Sales journal
Sales tax report
Inventory
Updated on: 30/09/2022