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You can generate a field invoice and then collect payment for the invoice for a service call appointment that is created in Service Management or for a new service call appointment that you create on your mobile device.
This functionality is available only if your organization uses Field Invoicing and Field Payments. For more information, contact your system administrator.
After you complete a service call appointment, you can first generate a preview invoice for it. If . If there are multiple appointments for a service call, all appointments for that service call must be completed before an invoice is generated for the service call. When .
If your system is set up to preview invoices, you can preview the invoice before you generate the customer (field) invoice and transmit it to the back office. When all the appointments on your device are completed for a service call, each cost that was all costs entered for the individual appointments is are included on a the preview invoice, which you including costs added by other technicians and/or the back office. You can view the invoice on your mobile deviceIf your system is set up to preview invoices, you can preview the invoice before you generate the customer (field) invoice and transmit it to Service Management..
This functionality is available only if your organization uses Field Invoicing and Field Payments. For more information, contact your system administrator.
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