| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Field Service Guide > Invoices >
Invoice Overview
Siebel Field Service automatically produces invoices for activities, service requests, and contracts. As shown in Figure 3, invoices for activities can incorporate charges for parts, labor, and expenses. Invoices for service requests incorporate orders, plus the charges for all of the activities related to this service request. Only records that have the Billable flag set are added to the invoice automatically.
Pro forma invoices can be printed onsite for customers and sent to an accounting system to track accounts receivable and revenue. An invoice can also be marked as delinquent, then tracked by the Workflow Manager, which can send automatic reminders to customers or employees.
Each invoice can include these line items:
- Time and materials
- Miscellaneous expenses and tax
- Nonrecurring charges
- Recurring charges
- Use charges
- Project charges
- Credits or other adjustments
Siebel Invoices can be integrated with third-party software to manage taxation for entire invoices or for invoice line items. Without tax integration, Siebel Invoices prepares pro forma invoices, statements of work, or quick reports to customers. The collection of applicable charges and activities is also an efficient way to pass this information to a financial system.
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Field Service Guide Published: 21 April 2003 |
