Those located in Europe will use the terms Service Charges, where customers located in North America and Asia-Pacific will use the term Outgoings. For a deeper understanding of regional terminology, please visit our Glossary of Regional Terminology.
This article provides a comprehensive guide on how to use the Service Date field on Income and Expense Invoices, as well as Credit Notes, within our system. The Service Date is a crucial feature for managing your budget & service charge periods accurately. By the end of this article, you'll understand how to apply Service Dates effectively and how they influence your budgeting process.
What is a Service Date?
The Service Date field allows you to specify the date that a service was provided or is to be applied to, which in turn determines the budget period it should be allocated to. This feature is particularly useful for budgets that are based on area, rather than tenancy.
Default Behaviour Without Service Date
If you choose not to enter a Service Date, the system will default to its standard logic:
- An Income Invoice will be allocated to a budget based on its Due Date.
- An Expense Invoice and Credit Note will be allocated to a budget based on their Issue Date.
How to Manage Service Date Settings
Service Date settings are accessible under the Manage Companies section, within the Company Settings Invoicing Section:
[Add a screenshot showing how to access Service Date settings]
Enabling and Disabling Service Date
By default, the Service Date is set to ON and can be toggled OFF for any company:
- When ON, the Service Date field will appear on all Income & Expense Invoices, Credit Notes, and associated budget screens & reports.
- When OFF, the Service Date field will be hidden and not affect Invoices or Credit Notes.
Note: The Service Date feature cannot be applied to Repeating Invoices.
Example of Service Date on an Income Invoice
When Service Date is enabled, you'll see the field displayed on your Income Invoice entry screen, allowing you to select the appropriate date for budget allocation.
[Add a screenshot showing an example Income Invoice with Service Date]
See these related articles for further assistance:
- Article 1
- Article 2