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Submit a new service receipt

In this article we guide you on how to submit a new service receipt.

Neha Joshi avatar
Written by Neha Joshi
Updated over 5 months ago

You will be able to submit a new service receipt via the actions button on your service agreement page. In most cases, you only see this button if you need to create a service receipt, so if this is not visible, you do not need to raise a service receipt at this stage.
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To submit a new service receipt:

  1. Navigate to the service agreement you wish to submit a service receipt on.

  2. Click Actions at the top of the page.

  3. Select an end date from the list. This always indicates a Sunday and is the week that you have delivered the service.

  4. Click Next and fill out the information needed to determine how many units/days you have delivered the service for, for that week.

  5. Click Finish once you are happy with the information you have filled out and submit your service receipt.

πŸ“ŒNote: Your service receipt may go into pending approval, meaning the client needs to review it before it goes into approved status.

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