Resolving Missing Details on Service Invoice

If an invoice is created without the expected customer, it may be due to an incorrect Payee Type setting on the job card. This guide explains how to resolve the issue and prevent it from happening again.

Issue

When the Payee Type is set to "Private," the system attempts to pull information from the "personal" details section of the customer record. If these details are blank, the invoice will also display blank or incomplete details.

To resolve this, the job needs to be credited, and the Payee Type updated to the correct setting.

Solution: Correct the Payee Type and Recreate the Invoice

Step 1: Credit the Invoice

1. Load the workshop job.
2. Process a credit note to reverse the original invoice.

Step 2: Update the Payee Type

1. Within the job card.

2. Locate the Payee Type drop down in the job card.

3. Change the Payee Type from "Private" to "Business" (or Private (Account)/Business (Account)).

   • The "Business" setting pulls details from the customer’s business tab of the customer record, so if the job is set with a Payee Type of Business, it will use the details in this tab.

Step 3: Recreate the Invoice

1. Generate a new invoice for the job.
2. The correct customer or owner-driver details should now appear on the invoice.