5 · Invoicing

A completed job becomes an invoice without leaving the order. PLANA Field Service supports two flows and picks the right one automatically.

When the invoice is created

• Automatically when an order reaches Completed (if auto-invoicing is enabled — see Configuration), or
• On demand via Create Invoice on the order.

The order's Invoices/Bills smart button shows the result.

The two flows

Quote-first — if the order came from a sale order (a quotation with a service product), that sale order is invoiced and posted. Use this when the work was quoted and approved in advance.

Ad-hoc — for operator-created orders with no quotation, the invoice is built directly from the work done:

• a labour line — the order's actual duration × the configured Field Service Labour product (whose sales price is the hourly rate), plus
• one line per consumed part (from the van-stock parts used on site).

Either way, the Bulgarian localisation (l10n_bg_ext) automatically stamps the document type, journal and numbering, so the invoice is compliant from the moment it is posted.

One source of truth

Because parts are consumed as real stock moves and labour comes from the order's actual duration, the invoice reflects exactly what happened on site — the same figures that appear on the customer's handover protocol.

Next: putting jobs on a recurring schedule under a service agreement — see Maintenance contracts →.