Field Service - Accounting

This module connects Field Service orders with accounting documents. On a customer invoice or vendor bill you get a new "FSM Orders" button in the top button box (visible only when there is at least one linked order) that opens the related field service orders. The invoice form also shows a "Field Service Orders" section under the Other Info tab, and the invoice list and search views let you see and filter by linked service orders.

On a field service order, a new "Invoices/Bills" button appears when invoices exist; it opens the related customer invoices or refunds. The link is created through the invoice lines: each invoice line can be associated with field service orders, and the order then shows the invoices built from those lines.

A new "Invoiceable" checkbox is added on field service stages, so you can mark which stages mean the work is ready to be invoiced. The module also gives field service users access rights to invoice lines so they can work with these links. All these fields and buttons are only shown to users with the appropriate Field Service or Accounting groups.