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 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.
If a technician's time card in TimeTrack has been committed by a back-office user (such as someone in the Payroll department), and this occurred before the service call was completed and the field invoice was generated, that labor expense will not be displayed on the field invoice.The labor expense will be displayed if the time card has not been committed, or if it has been committed and the expense transaction has been posted.
After invoices or payments are received in the host system, the invoice is attached to the service call. The Receivables Management batch and the transactions are automatically created. This batch has a prefix of FLDINVC<current system date> and can be posted just like any other batch.
Field invoicing is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the setup options in MobileTech Administration. Field payments are available only if Field Invoicing and Field Payments is registered, and if both UseFieldInvoicing and UseFieldPayments = True in the setup options.
MobileTech is not integrated with a credit card vendor. If you want technicians to be able to accept credit card payments from customers, you must set up credit card information for your company in the Credit Card Setup window in Microsoft Dynamics GP (Microsoft Dynamics GP > Tools > Setup > Company > Credit Cards). For more information, see the Microsoft Dynamics GP Help.
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.