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Is it possible to Invoice from Customer Order w/o Shipment record

  • November 24, 2025
  • 2 replies
  • 54 views
J
Do Gooder (Customer)
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  • Joymf
  • Do Gooder (Customer)

We are trying to bill a customer for a service.  This will be an ongoing for at about 6 months, billing every other week (upon receiving Invoice from our contracted service company)  But this would be the first time doing this in IFS (23R1)  We really have not worked with field service module,  and would prefer not to at this time.  We just would like to generate an invoice for each time we complete a servicing particular customer.   Sorry for the ignorance on this topic.  Thank you for any help provided.

 

Best answer by Savinda.Tennakoon

Option 1: Manual Customer Invoices

IFS supports creating Manual Customer Invoices for ad-hoc or recurring services:

  • Navigate to Manual Customer Invoice in the Invoicing module.
  • Enter:
    • Customer details
    • Service description
    • Amount
    • Tax details
  • Save and post the invoice for each billing cycle.
    Read Full Documentation [docs.ifs.com]

This is the simplest approach if you only need to generate invoices upon receiving the supplier invoice.

Option 2: Service Contracts (Recommended for Recurring Billing)

Even if you don’t use Field Service, Service Contracts can automate recurring invoicing:

Key Differences

  • Manual Invoice: Fully manual, best for occasional billing.
  • Service Contract: Automates recurring invoices, reduces manual work.

Best Practice

If you expect similar cases in the future, setting up Service Contracts is worth the effort. It avoids repetitive manual entry and ensures consistency.

J

2 replies

A
Hero (Partner)
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  • astfarazt
  • Hero (Partner)
  • November 24, 2025

Hi ​@Joymf 

Good to see you utilizing the community!

Have you considered using a Non-Inventory Sales Part connected to a Purchase Part and Supplier for Purchase Part?

If there is a 1:1 relationship between the Supplier delivery and the Customer Invoice, you could use the Supply Code of ‘Purch Ord Dir’ (Purchase Order Direct) on the Customer Order Line.

Once you Register Direct Delivery for the associated Purchase Order Line, the corresponding Customer Order Line will move to a Delivered status. 

Savinda.Tennakoon
Hero (Employee)
Forum|alt.badge.img+8

Option 1: Manual Customer Invoices

IFS supports creating Manual Customer Invoices for ad-hoc or recurring services:

  • Navigate to Manual Customer Invoice in the Invoicing module.
  • Enter:
    • Customer details
    • Service description
    • Amount
    • Tax details
  • Save and post the invoice for each billing cycle.
    Read Full Documentation [docs.ifs.com]

This is the simplest approach if you only need to generate invoices upon receiving the supplier invoice.

Option 2: Service Contracts (Recommended for Recurring Billing)

Even if you don’t use Field Service, Service Contracts can automate recurring invoicing:

Key Differences

  • Manual Invoice: Fully manual, best for occasional billing.
  • Service Contract: Automates recurring invoices, reduces manual work.

Best Practice

If you expect similar cases in the future, setting up Service Contracts is worth the effort. It avoids repetitive manual entry and ensures consistency.

Marcel.Ausan
J
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