Invoicing Free of Charge Service

Hi Elgo,

As I read your question it seems like the requirement is it have free of charge for the service but sometimes you need to invoice the customer on specific aspects.

You could create sale lines on the Work Task with the relevant charges and set the sales line to invoiceable.

Then those will appear in the invoice preview and can be transfered to customer order.

Hope this helps.

Thanks & Best Regards

Eresha

Hi, 
Thank you for your response, it means a lot to us!

We have tried doing exactly what you describe, but somehow the invoice is not generated although we have invoiceable sales lines. I just created this invoice preview in a new test. It says “Transferred” on the Invoice Preview sales line, but no customer order is created and connected:
 

If this is not how it should work, then could there be a bug?

In your screenshot I noticed that the revenue% is zero

Use this Set Revenue option on sales lines and make the revenue percentage to 100 and check if it works fine.

Alright! Finally a logical pattern! :)

The thing is, we don’t have that RMB available. I’m super user with all permissions, so there seems to be a system parameter making this choice unavailable. 
 

Oh, I see. I just realized we have not installed 10.17 in this test environment. I will perform the same tests in another test environment with the correct version. Thank you so much for taking the time to help us!

oh, then that should be the reason. Please test the suggested solution and update here with your results. 

Hi,
We have performed new tests in an environment with the correct IEE version (10.17) and this Revenue setting is doing exactly what we wanted. Thank you so much for your assistance!