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

Generating Invoices Using Auto-Invoice

Follow these procedures to generate invoices using the Auto-Invoice feature.

To automatically generate an invoice for a service request

1. Navigate to the Service screen > Service Request List view.
2. Drill down on the SR # field for a selected service request and click the Invoices view tab.
3. Click the Auto Invoice button.

To automatically generate an invoice for an activity

1. Navigate to the Activities screen > Activity List view.
2. Drill down on the Type field for the selected activity and click the Invoices view tab.
3. Click the Auto Invoice button.