Siebel Field Service Guide > Charges and Invoices >

Processes for Setting Up Invoicing

There are three ways to create an invoice:

  • Create an invoice manually. Create a new invoice by entering expenses and other invoice information directly on the Invoices screen. See Creating Invoices for more information.
  • Generate an invoice using Auto-Invoice. Generate a new invoice for a service request or activity record.
  • Generate a customized invoice. Generate a new invoice based on predefined rules for how and when charges are consolidated into an invoice.

Administrator Procedures

No setup is required to create an invoice manually. Setup processes to generate invoices using Auto-Invoice and to generate customized invoices are as follows:

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