A Service Completion Note records that a service was delivered to a customer — installation, annual maintenance, consulting hours, or any saleable service. It links to a Sale Order or Sale Invoice, confirms work done, and can be used to create a Sale Invoice for billing.
On this page
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | Internal reference number. |
| Number # | Document number. |
| Customer | Customer who received the service. |
| Sale Order | Linked Sale Order, if any. |
| Employee | Employee who performed or recorded the service. |
| Date | Date of the service completion. |
| Status | Draft, Approved, Cancelled, or Closed. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Default | All notes except Cancelled. |
| Approved | Approved notes only. *(Default tab on open.)* |
| Draft | Notes saved but not yet approved. |
| Cancelled | Cancelled notes. |
Advanced Filters
Employee, Customer, Status (All / Approved / Draft / Cancelled), Date, Created date.
List actions
| **Action** | **Available when status is** |
|------------|------------------------------|
| New | — (creates a blank note) |
| Edit | Draft, For Revisal |
| Delete | Draft, For Revisal |
| View | All statuses |
| Export | — (Excel export when permitted) |
When created from a Sale Invoice (without a Sale Order), the note is automatically Closed on approval.
On approve: If linked to a Sale Order, delivery quantities are validated and the order delivery status may update. No stock or ledger posting occurs on this document.
Signature on print: Received By (customer).
Can I create a Service Completion Note without a Sale Order?
Yes. Use New on the list and select the customer and service items directly.
Why is my note Closed immediately after approval?
When the note was created from a Sale Invoice (not a Sale Order), it closes automatically on approval because the invoice already exists.
Why can't I cancel this note?
Cancel the linked Sale Invoice first, then cancel the Service Completion Note.
Does approving a Service Completion Note post to accounts?
No. It confirms service delivery only. Create a Sale Invoice from the note to bill the customer.
Where do I enable shipment fields?
Service → Service Settings → Show Shipment Details.
What is the difference between a Service Completion Note and a Sale Invoice?
The Service Completion Note confirms that a service was delivered to the customer. The Sale Invoice bills the customer and posts revenue. Approve the completion note first, then use Create Invoice when billing is due.
Why can't I approve this note?
Approval is blocked when the linked Sale Order is Cancelled or Closed. Correct the order status or create a standalone note without an order link.
Why did approve fail on quantity?
When linked to a Sale Order, delivered quantities cannot exceed what remains to be delivered on the order. Reduce line quantities to match the order balance.
Can I create a Service Completion Note from a Sale Invoice?
Yes. Use Create Service Completion Note from an approved Sale Invoice when you need a delivery document after invoicing. The note closes automatically on approval because the invoice already exists.
Does approving a Service Completion Note affect stock?
No. Services are not inventory items — approval updates delivery quantities on the linked Sale Order only.
Can I link a Project and Project Task?
Yes. Set Project and Project Task on service jobs so completion notes roll into Project Summary and profit reports with the rest of the job costing.
Can I edit an approved Service Completion Note?
Not directly. Cancel the note (after cancelling any linked Sale Invoice) and create a new one, or use workflow revise actions if enabled in your company.
What invoice statuses block cancellation?
When linked to a Sale Order, cancel is blocked while a related Sale Invoice for that order is Approved or Closed. Cancel the invoice first, then cancel the completion note.
Why is there no New button when I open from a Sale Order?
Notes created from orders inherit customer and lines from the order. Use the order's Create Service Completion Note action, or use New on the list for standalone delivery without an order.