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How to create an invoice with a service period ?

In this article, we'll walk you through the process of creating an invoice that includes a service period, such as a start date and end date for the services rendered. This type of invoice is commonly used for ongoing or subscription-based services.

Cassie avatar
Written by Cassie
Updated over a week ago

Whether you're invoicing for a one-time project with a defined time frame or recurring services, adding a service period ensures that both you and your client are clear about the dates that the services were provided. Additionally, with Peppol integration, these dates are seamlessly transferred as part of the digital invoice, making compliance with invoicing standards simple and efficient. Follow the steps below to learn how to create and send your invoice with service period details and Peppol integration.

Step 1: Create a new invoice

  1. Log into your Accountable account.

  2. Go to the Revenue screen.

  3. Click on Create new invoice to start making your invoice.

Step 2: Add Client Information

  • Select the client you are invoicing, or create a new client if you haven’t done so already.

  • Ensure all the client’s details (name, address, VAT number, etc.) are correctly filled out.

Step 3: Add Service Line Items

  1. In the Invoice Items section, click Add New Item.

  2. Choose the appropriate service you are invoicing for (e.g., Consulting Services, Software Subscription, etc.).

  3. Add the amount and rate for the service provided.

Step 4: Include the Service Period (Start & End Date)

  1. On the top right corner, you'll find the field "Service date"

  2. You will see an arrow with a drop down menu showing "Service date " and "Service period"

    1. If you select "Service date" → input the date of the service provided

    2. If you select "Service period" →select the range of dates during which the service was provided. Click the Start Date and drag or select the days up to the End Date.

  3. Make sure to include the correct dates to avoid any confusion.

Step 5: Review and finalize the Invoice

Before sending the invoice:

  • Double-check all information, especially the service period dates to ensure accuracy.

  • If everything looks good, send your invoice to the client, or download if you need to send it manually.

Peppol Invoice

If you send your invoice via Peppol, the e-invoice will automatically include the service period details. No extra steps are required on your part to ensure the correct information is transferred.

Don’t hesitate to contact us whenever you have a question at tax-coach@accountable.eu - we’re here to help and guide you further. 😊

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