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Invoices and payments that are generated from MobileTech are processed and posted in Microsoft Dynamics GP and in Service Management using the same tasks and procedures for invoices that are created in Service Management.

If you have set up Third Party Billing in Service Management, the field invoice respects the Bill to information provided in the Service Call. For more information about setting up Third Party Billing, see "Using Third Party Billing" in Service Management help.

If your organization uses Field Invoicing and Field Payments, when technicians create an invoice on a device after they complete appointments for a service call, the technicians can preview and verify the information on their devices, generate a field invoice, and then sync it to the host system. If they are authorized to do so, technicians can also collect payment for the invoice.

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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 see 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.

Warning

Field invoice restrictions

Field 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.