Reporting & Partial Invoicing

Reporting & Partial Invoicing



  Reporting & Partial Invoicing


Understanding ServiceM8 Partial Invoicing in Burdi Reporting

Overview

Burdi is designed to provide accurate profitability reporting across entire jobs, even when ServiceM8’s partial invoicing feature is used. This article explains how Burdi interprets and handles partial invoices to ensure your reporting reflects the true financial performance of a job.


🔍 What is Partial Invoicing in ServiceM8?

Partial invoicing allows a business to invoice a portion of the job total before the job is completed. For example:

  • A job (Job 1475) has a total value of $1000.

  • A partial invoice is issued for $500.

  • ServiceM8 creates a new job, Job 1475A, for the partial amount and includes a negative line item in Job 1475:























This structure is how ServiceM8 enables progressive billing while maintaining job structure integrity.

📊 How Burdi Handles This in Reporting

Burdi’s reporting engine is built to recognise and consolidate partial invoicing transactions to maintain financial clarity at the job level.

Burdi Logic Summary:

  1. Detect the Linking Line Item:
    When Burdi sees a line in a job (e.g., Job 1475) with the description "Partial invoice #1475A" it understands this as a partial invoice reference.

  2. Link the Partial Invoice Job:
    Burdi automatically associates Job 1475A with Job 1475.

  3. Excludes 1475A from Reporting:
    To avoid double-counting revenue or labour, Job 1475A is not displayed independently in reports. Instead:

    • The revenue from 1475A is included in the total for 1475.

    • Labour, materials, and costs are all tied back to Job 1475.


📉 Why This Matters

Without this handling, the data would be misleading:

  • Job 1475 would show:

  • Job 1475A would separately show $500 revenue but no costs:

  • Reporting would incorrectly suggest:
    a) Job 1475 is unprofitable
    b) Job 1475A has no labour or materials

By linking them, Burdi presents a unified view:


✅ Best Practices

To ensure proper reporting:

  • Always use ServiceM8's native partial invoicing mechanism.

  • Avoid manually editing the partial invoice reference line (Partial invoice #...) in Job 1475.

  • If you see missing or doubled revenue, check whether partial invoicing was involved.

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