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| Note |
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For the preview request to be automatically synced, make sure that Sync Login is set to Yes on On on the Setup page. If this option is set to NoOff, you'll need to manually sync before you can preview the field invoice. |
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- Open an appointment from the appointment list or from a service call.
- Choose Appointments and select an appointment.
- Choose Service Calls, choose More, choose the Appointments tab, and select an appointment.
Choose Complete to complete the steps that are required for the appointment, such as adding labor, travel, and expense charges for the appointment.
See Complete tasks for a service call for information about the tasks to complete before you complete the appointment and generate a field invoice. Tasks are displayed, depending on the setup.Note For more information about steps that you might need to complete for appointments, see the Appointments section of Help, which includes procedures about how to enter information on tabs that you might need to complete for an appointment.
- Depending on the setup, after you complete the steps for an appointment, you can preview field invoices. Choose To preview the field invoice, select the Reports tab. Select Field Invoice Report and then choose Request to preview the field invoice.
- When the field invoice report has a status of READY, you can open the attachment to preview the field invoice.
- Choose Complete to generate a field invoice.
- The payment details fields are displayed. Depending on your organization's processes and the MobileTech setup, you can then collect payment from the customer in the field.
- If you don't want to collect payment at this time, choose No for Collect Payment.
See Collect payments from customers for more information.
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