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Siebel Field Service Guide > Invoices >

Creating an Invoice

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Follow these procedures to produce customer invoices.

To create an invoice manually

Navigate to the Invoices screen.
Add a new invoice record.
In the Bill to Account field, select an account from the Pick Account dialog box.
In the Invoice Amount field, enter an initial amount for the invoice. This can be $0.00.
Click the Line Items view tab.
Add a record for each item in the invoice.

The default value of the Amount field is 0.00.

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.

Click the Line Item Details subview tab.
In the Details subview, add a record for each expense, time item, or part movement that is part of the selected line item.
Enter values in the Amount field and in the Description field, if needed.

To record billable activities for a service request

Navigate to Service > Service Requests.
Select a service request.
Click the More Info view tab and then click the show more button to display more fields.
Select a price list, a rate list, and the Billable check box.
Click the Activities subview tab.
Select an activity or create a new activity.

To record billable orders for a service request

Navigate to Service > Service Requests.
Select a service request.
Click the More Info view tab and then click the show more button to display more fields.
Select a price list, a rate list, and the Billable check box.
Click the Orders view tab.
Select an order or create a new order.

To record billable expenses for an activity

Navigate to the Activities screen.
Select an activity.
Click the Expense Tracker view tab.
Select an expense or create a new expense.
Select the Billable check box.

To record billable time for an activity

Navigate to the Activities screen.
Select an activity.
Click the Time Tracker view tab.
Select a time record or create a new time record.
Select the Billable check box.

To record billable part movements for an activity

Navigate to the Activities screen.
Select an activity.
Click the Part Tracker view tab.
Select a part movement record or create a new part movement record.
Select the Billable check box.

To automatically generate an invoice for a service request

Navigate to Service > Service Requests.
Select a service request.

Make sure the Billable check box is selected.

Click the Invoices view tab.
Click Auto Invoice.

An invoice record appears in the Invoices list.

To automatically generate an invoice for an activity

Navigate to the Activities screen.
Select an activity.

Make sure the Billable check box is selected.

Click the Invoices view tab.
Click Auto Invoice.

An invoice record appears in the Invoices list.

To create an invoice for an agreement line item

Navigate to the Agreements screen.
Select an agreement.
Click the Line Items view tab.
In the Line Items list, select a line item to invoice.
Click the Invoices subview tab.
In the Invoice list, add a new invoice.

NOTE:  To run the Invoice Engine for the selected agreement, you can enter a date in the Advance to field and click Invoice. To run the Invoice Engine for an agreement, the line items in the agreement first must have invoice plans defined. For the procedure, see To associate an invoice plan with an agreement.

To print an invoice

Navigate to the Invoices screen.
Select an invoice record.
From the application-level menu, select View > Reports > Customer Invoice.
In the Siebel Report Viewer window, do the following:
Click Run Now.

The invoice appears on screen.

Click the print icon.

To associate a payment with an invoice

Navigate to the Invoices screen.
Select an invoice.
Click the Payments view tab.
Create a new payment record.
In the Payment # field, select a payment and click OK.

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