Siebel Field Service Guide > Charges and Invoices > Creating Invoices >

Creating Invoices Manually

Follow these procedures to create invoices manually.

To create an invoice manually

1. Navigate to the Invoices screen.
2. Create a new record and complete the fields as appropriate.
3. Drill down on the Invoice # field for the selected invoice and click the Line Items view tab.
4. Create a new record and complete the fields as appropriate.

   CAUTION:  If the amounts recorded for the activity and order do not match the amounts recorded for the invoice line item, then associating manually entered line items with activities or orders could cause data quality issues.

5. Click the Line Item Details view tab.
6. In the Details subview, create a new record and complete the fields as appropriate.

To manually create an invoice for an agreement line item

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field of the selected agreement and click the Line Items view tab.
3. Select a product and click the Invoices subview tab.
4. Create a new record and complete the fields as appropriate.