ServiceLedger White Papers

Service Invoicing Software Made Easy

ServiceLedger allows you to easily create invoices and manage your receivables.  Invoices can be converted from jobs, projects or you can handle all of your recurring invoicing from service contracts.  Manage your receivables including generating statements, aging reports and creating credit memos. 

Click here to watch the online demo to see how easy it is to create invoices using ServiceLedger.

Key Capabilities

• Converts work orders into invoices with a click of a button.
• Batch process multiple work orders into invoices by clicking on completed work orders and creating invoices for all of them.
• Batch work order invoicing feature allows you to consolidate multiple work orders for the same customer into a single invoice.
• Recurring invoices allows you to quickly generate invoices for all of your service contracts based upon whatever frequency you set; i.e. monthly, quarterly, semi-annual or annual billing.
• Create progress invoices for jobs still in progress where you want to invoice for only a portion of the job.
• Convert quotes into invoices for quotes where you do not need to create a job.
• Track payment information of your customers.
• All accounts receivable information on customers tracked from customer record.
• Credit memos allow you to enter credits and apply credits to existing invoices.

Below you will find information on our most common functions of the invoicing and receivables function with sample screenshots.  If you have any other questions regarding our service tracking software, please do not hesitate to call us at 940.497.2834 or email us at sales@serviceledger.com.

Invoice Record

The invoice record records all invoice information including line items, invoice message for customers and tracks all payment information.  Invoices can automatically be created from work orders, quotes, projects, or service contracts.

Batch Work Order Posting/Invoicing

From one screen you can quickly see all completed jobs ready to be invoiced and select the work orders you want to invoice and generate an invoice for each work order.  This time saving step allows you to quickly post multiple invoices with one click of a button.

If you perform multiple jobs for the same customer and would like to consolidate the jobs onto a single invoice you can use the Batch Invoicing function that allows you to consolidate multiple work orders to a single invoice.

Recurring Invoicing

Recurring invoicing allows you to quickly invoice all of your recurring contracts from a single screen.  All details of the recurring invoice will display on the invoice including coverage periods, frequency billed and any other information you select to be displayed on the invoice.  All recurring invoices update the contract invoicing to allow you to track revenue generated from each contract.

Custom Invoice

The invoice form can be customized to meet any specific requirement you have including printing with work order or service dates, equipment serviced, contract information, quote information and more.