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

Generating Customized Invoices

Follow these procedures to generate customized invoices.

To automatically generate customized invoices

1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans.
2. Select a charge consolidation plan. In the More Info view, click the Execute Now button.

To automatically generate customized invoices using a repeating job request

1. Navigate to the Administration - Server Management screen > Jobs view.
2. Add a Job Request.
3. In the Component/Job field, select Workflow Process Manager.
4. Enter the desired Repeat Interval and Repeat Unit in the Job Details view. For example, a Repeat Unit of Weeks and a Repeat Interval of 1 would run the charge consolidation process on a weekly basis.
5. In the Job Parameters subview, add a parameter.
6. In the Name field, select Workflow Process Name and in the Value field, enter FS - Charge Consolidation.
7. Click the Start button in the Job view.