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For information about how to create field invoices and collect payments on a device, see "Working with field invoices and customer payments" in the MobileTech Help. For information about how to process invoices and payments in the host system, see the Service Management documentation.
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Field invoice restrictionsField invoices created in MobileTech have the following restrictions in Service Management: - Regardless of unposted costs setup options in Invoice Setup, if a field invoice is created in MobileTech, all unposted costs associated with the MobileTech invoice must be posted before the invoice, or the batch containing the invoice, can be posted.
- Field invoices cannot be:
- Deleted or voided.
- Edited, including from the Receivables Management batch.
- Adjustments such as credit memos, amount changes that constitute adjusting entries, etc., must be made manually using separate transactions.
- Costs associated with a field invoice:
- Cannot be deleted.
- Should not be edited. Regardless of a cost edit, billing amounts will not be updated.
Note: Editing costs associated with a field invoice may result in inaccurate accounting entries. - The service call ID cannot be changed or removed from any unposted cost transaction that has an associated field invoice number.
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