Charging a Workshop Job to an Account

Charging a workshop job to an account is essential when a job needs to be invoiced to a Motability account or an internal sales ledger account while still displaying the customer’s details on the invoice. This process ensures that the correct account is charged while maintaining transparency in the invoice details.

Steps to Charge a Workshop Job to an Account

1. Select the Customer from the Workshop Job

• Open the Workshop Job that requires invoicing.
• Locate the Customer field within the job details.

2. Enter the Required Account in the Details Tab

• Navigate to the Details tab.
• Enter the Motability account or internal sales ledger account that should be charged for this job.

3. Set the Account Type as "Private (Account)"

• Use the drop-down menu to select Private (Account).
• This ensures that the invoice will be raised to the Motability account, but the customer’s details will still appear on the invoice.