Siebel Field Service Guide > Charges and Invoices > Process of Managing Invoices >

Creating Invoices Manually (End User)

Follow the procedures in this topic to manually create invoices.

This task is a step in Process of Managing Invoices.

To manually create an invoice

1. Navigate to the Invoices screen.
2. Create a new invoice record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   State	Displays a color-coded bar that represents the state of the invoice. The values in the Status field and Late field determine this state. For more information, see Table 26.
   Total Due	Displays the total amount due for the invoice. In the Invoice form, click the menu button, and select Refresh Total to update this field. The data in following views for the invoice is used to calculate this total: Line Items, Line Item Details, and Payments.

3. Drill down on the Invoice number (#) field for a selected invoice, and click the Line Items view tab.
4. Create a new line item 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 manually associating entered line items with activities or orders can cause data quality issues.

   Some fields are described in the following table.

   Field	Comments
   Order #	Select the number of the order associated with the invoice line item. The Charge Consolidation business service can populate this field value if the Auto Gen feature generated the invoice. For more information, see Recording Expenses for Activities (End User). If an order is associated with a service request, and the user activates the Auto Invoice command for the service request (in the Invoices view in the Service Requests List view of the Service screen), then the order number is populated for the invoice line item.
   Project Role	Select the project team associated with the invoice line item.
   Agreement Line Item	Select the number of the agreement line item associated with the invoice line item. The Charge Consolidation business service can populate this field value.

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

   NOTE:  The Charge Consolidation business service uses the line item details. A manual invoice does not use this data.

   Some fields are described in the following table.

   Field	Comments
   Expense Item	Select the number the expense item associated with the invoice line item. The Charge Consolidation business service can populate this field value.
   Time Item	Select the number of the time item associated with the invoice line item. The Charge Consolidation business service can populate this field value.
   Part Movement #	Select the number of the part movement associated with the invoice line item. The Charge Consolidation business service can populate this field value.
   Order Line Item ID	Select the number of the order line item associated with the invoice line item. The Charge Consolidation business service can populate this field value.

In the State field of the Invoices screen, a bar indicates the status the invoice. Table 26 describes the bar appearance for invoices.

You can also manually create invoices as follows:

• For service requests in the Invoices view in the Service Request List view of the Service screen.
• For activities in the Invoices view in the Activity List view of the Activities screen.
• For contacts in the Invoices view in the Contacts List view of the Contacts screen.
• For accounts in the Invoices view in the Accounts List view of the Accounts screen.
• For agreement line items in the Invoice view in the Line Items view in the List view of the Agreements screen.

To manually create an invoice for an agreement line item

1. Navigate to the Agreements screen, then the List view.
2. Drill down on the Name field of a selected agreement.
3. In the Line Items view, select a line item.
4. On the link bar, click Invoice.
5. Create a new invoice record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Invoice #	Displays the number of the invoice.
   Late	Displays a check if the current date is past the due date of the invoice.

6. If you want to cancel the invoice, then change the Status field to Cancelled.