Service Articles
Last updated
Last updated
Service articles are used in the pricelist to link all invoice rows on a customer invoice to a service article.
Service articles determine the VAT rate (read more below about VAT rate on service articles as there are more parameters regarding VAT mode having affect on the customer invoice).
A new service article is added as follows:
Go to Administration - Settings - Invoice - Service articles.
Click on Create service article.
Give the service articel an Art. no., Description, VAT code (see your financial program) and a VAT %.
Save.
NOTE! Each service article uploaded must have a unique Article No. Also note that the article number must not appear the tab Service Aritcles or Articles to be considered a unique article number.
An important function of the service articles are to determine which account number the revenue should be recorded on in the financial program (in cases when an export of customer invoices is made by an integration to your financial program).
Service articles added here in the system must also be added in the financial program. All settings regarding the account numbers of the service articles are made in the article register of the financial program.
Service articles are, as mentioned, used in the pricelist. It is mandatory to select service items on each row added to the price list.
Also when the Payment Schedule function is used in the project pricelist, it is mandatory to select a service article.
Read more about pricelists and different type of pricing in the chapter about pricelists.
The VAT % indicates which VAT percent the service article applies when invoicing domestic customers. If the invoiced customer is located in or outside the EU - i.e. if reverse charge applies - this is controlled by the customer's VAT mode settings in the customer card (Administration - Project - Customer). Thus, a service article set up with a VAT rate of 25% still can generate a row on the invoice with 0% VAT because the customer settings in the VAT mode field determine this.
Special function directly related to the Budget field is in a column called âExclude from budgetâ. Budget is an attribute which cab be activated in the system. It is possible to exclude the types of services to be deducted from the budget (in the case where âleft of budgetâ is calculated).
Please contact Milient Software support if you need help to activate the budget field and its features.
The list of service articles on the tab Administration - Settings - Invoice - Service Articles presents all active service articles in the system. To search among the service articles - use the search field at the top of the tab.
The search term includes both the Articl No. and Description columns.
If you want to search for an inactive service article, check the box âShow inactiveâ.
A service article can only be deleted if it is not used in any pricelist. To delete a service article, click on the trash you find on the far right of the row.
If a service article is no longer to be used, but cannot be deleted, you can choose to deactivate the service article. This is done by clicking on the pencil at the far right of the row and selecting âDisabledâ.
A deactivated service article will no longer be selectable in the service article selection list in pricelist. Pricelist rows already using the deactivated service article will continue to use the service articel - until a new selection is made in the pricelist.
It is possible to change a service article (article number, description, VAT code etc.) NOTE! Such changes has affect on all invoices that have already been created. Therefore, in many cases it may be a better option to create a new service article instead of changing settings on an existing one.
