Working with field invoices and customer payments

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 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 all the appointments on your device are completed for a service call, each cost that was entered for the individual appointments is included on a preview invoice, which you can view on your mobile device

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 Service Management.