...
Select the Reports tab.
Select Field Invoice Report and select Request to preview the field invoice.
A message displays that the preview will be requested upon the next sync, select OK.
Select the Sync icon.
Go back to the appointment and select the Reports tab.
The Field Invoice Report should display that it is READY.
You can open the attachment to preview the field invoice. The customer signature does not display on the field invoice preview.
At this point, you can have the customer sign off. See Collecting the Signature for the Field Invoice Report.
Select Complete to generate the 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, select No for Collect Payment. See Collect Payments from Customers for more information.