Siebel Field Service Guide > Charges and Invoices >

Post-Generation Invoice Tasks

This section describes tasks that can be performed after an invoice is generated.

To print an invoice

1. Navigate to the Invoices screen.
2. Select an invoice record.
3. Select Reports > Customer Invoice. In the Siebel Report Viewer window, click the Print button.

To associate a payment with an invoice

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

To cancel an invoice

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement and click the Line Items view tab.
3. Select a line item and click the Invoices subview tab.
4. Change the Status of the invoice to Cancelled.