Service Billing

Purpose

Service Billing groups tickets and work orders into one shared billing run. This allows multiple service cases to be collected, turned into invoices, and then reviewed, printed, or posted in a controlled way.

Prerequisites

• Tickets or work orders with billable service lines exist.
• Project, contract, and billing references are maintained in the underlying documents.
• If contingents are used, they are assigned correctly to the relevant ticket or contract.

Functional focus

Billing period and selection

Service Billing does not rely on fixed periods. Instead, you define a flexible start date and end date for the billing interval. Based on this range, the system identifies billable cases and transfers them into the billing lines.

Grouping and invoice creation

The grouping-by-fields setting controls how the underlying service lines are turned into actual invoices. Project and sales contract are especially important standard grouping dimensions, but additional grouping, for example by object, is also possible.

If tickets or work orders use contingents, the system checks them in the background and adjusts invoice creation accordingly.

This also allows Service Billing to structure property-related service cases explicitly. Services coming from tickets or work orders can therefore be analyzed and billed per object, for example, when the operational document already carries the corresponding property reference.

Review, posting, and print

After invoice creation, the resulting lines can be reviewed and corrected if needed. The created invoices can then be posted individually or in batches. Printing and last-minute corrections before final posting are also supported.

Relevant control fields

Key control fields include start date, end date, posting date, salesperson code, and grouping by fields. These settings determine which services are included and how the invoices are structured.

Outcome

Service Billing is the billable consolidation point for operational service activities. It connects tickets, work orders, contracts, and contingents with one controlled invoicing process.