Print Dash — Services Module User Guide

Audience: Shop owners and office staff (manager panel)
Version: 1.0.0 · Date: 2026-05-31
Language: English — العربية

1. What are services?

Services are work you sell that is not inventory stock — for example installation per square metre, transport per trip, or a daily rate.

2. Service catalog

Open Services → Services.

1. Create — name, code, description, active flag.
2. Pricing basis — how the service is normally priced (fixed, per m², per point, per km, per day).
3. Allowed pricing bases — which bases staff may use on orders.
4. Optional default tax and unit from Settings.
5. Revenue category — groups services in some management reports.

Inactive services stay in the list but should not be picked on new lines.

3. Service providers

Open Services → Service providers.

Service providers are people or companies you pay for subcontract work (installers, drivers). They are not the same as Suppliers in Purchases, which are for buying goods.

For each provider you can maintain:

• Contact details and active flag
• Service rates — remembered prices per catalog service
• Settlement batches — group work for a period
• Disbursements — payments you made to them

The resource may show balance owed and advance balance when your role has See Financial Data.

4. Selling services on quotes and orders

Service lines are added in Sales:

• Quotes — service lines relation (alongside goods lines)
• Sales orders — service lines: quantity, unit price, site/access notes, requested date, optional link to production output

When production has finished an output, staff can apply quantity from output on a linked service line (explicit action — quantities do not change automatically later).

Invoicing: create an invoice from the order to bill uninvoiced service quantities, same idea as goods. Service lines appear on customer PDFs.

Full sales steps: Sales user guide.

5. Settlement on sales orders

On a sales order, open Service settlement (relation).

1. Add settlement lines — which provider did the work, service, quantity, rate, amount.
2. Link to the customer service line on the order when possible.
3. Move status from Draft to Confirmed when the amount is agreed.
4. Assign lines to a settlement batch (open batch) for period tracking.
5. Close a batch when the period is done (optional warning if money is still owed on the batch).

Confirmed settlement drives what you owe the provider and service gross margin reports (with customer invoice revenue).

6. Paying providers

On the service provider record, use Disbursements:

1. Record each payment (amount, date, optional batch).
2. Balances update: earned (confirmed settlement) minus paid (disbursements).

Advance balance tracks prepayments when paid exceeds earned.

7. Contractor settlement statement

Open Services → Contractor settlement statement (not under the Reports hub).

1. Choose service provider and date range.
2. Run — review earned, paid, and balance with line detail.
3. Download PDF or CSV for the provider.

This answers: how much do we owe or have we paid this subcontractor?

8. Management reports

Under Reports → All reports (Reporting module):

These are about customer business performance, not the contractor statement in Services.

9. Troubleshooting

10. After a system upgrade

Ask your administrator to refresh role permissions if new Services pages or resources were added. Sign out and back in if menus look stale.

Quick reference

Related: Sales · Reporting · Users / permissions