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Service Contract Billing - Invoice Format - AR Invoice vs SO Invoice

  • July 10, 2026
  • 3 replies
  • 35 views
G
Freshman I
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We use Sales Order (SO) Invoices for all our Field Service invoices.  Our SO Invoice has its own report design, which is different from that of an AR Invoice.  

The invoices for Service Contracts ONLY use the AR Invoice report. 

Because we have several companies, we cannot modify the AR Invoice report to meet our service company’s specific needs.  

I have submitted a case to Acumatica.  We are told that Service Contracts only use AR Invoices.  To use the Sales Order Invoice, a customization is needed.  

This makes no sense to us.  We should be able to use our SO Invoices to bill a Service Contract.  We believe this should be an out-of-the-box feature.

Does anyone have recommendations for using the SO Invoice for Service Contract Billing?

    3 replies

    rkenna
    Captain II
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    • rkenna
    • Captain II
    • July 10, 2026

    HI ​@gball, I know you said you have several companies so you cannot modify the AR Invoice Report, but I would say that is where your ticket is going to be.

    I would set some sort of visible expression to force the AR Invoice to match what you need for your services company. Use in IIF statement to say if the Company is the services company, display those differences, otherwise don’t display anything which will just display the original Invoice.There is a lot you can do with IIF Statements. Another option would be an Attribute UDF you could check on the AR Invoice to print a Services Invoice, and then it would an IIF statement on the Invoice that says if this attribute is Checked, True, etc, then display this for the Services Invoice. The only thing with that would be you’d have to manually check it each time to print the services invoice.

    Those would be my recommendation and not all that hard to do.

    One last option would be adding a new print option to the AR Invoice screen that prints the other form entirely. That would be done with a lowcode Customization Project and not too hard.

     

    Cheers,

    RJ

    RJ Kenna | Stellar One Inc.
      G
      Freshman I
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      • gball
      • Author
      • Freshman I
      • July 14, 2026

      Thank you for your input.  I will look into this.

        rkenna
        Captain II
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        • rkenna
        • Captain II
        • July 15, 2026

        ​@gball, just let me know if you come across any questions.

        RJ Kenna | Stellar One Inc.
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