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.
β
To submit a new service receipt:
Navigate to the service agreement you wish to submit a service receipt on.
Click Actions at the top of the page.
Select an end date from the list. This always indicates a Sunday and is the week that you have delivered the service.
Click Next and fill out the information needed to determine how many units/days you have delivered the service for, for that week.
Click Finish once you are happy with the information you have filled out and submit your service receipt.
πNote: Your service receipt may go into pending approval, meaning the client needs to review it before it goes into approved status.
