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Creating an Invoice Record (End User)

An adjuster uses the Claims, then the Invoices view to create a record of bills and invoices received from the claimant and third parties in respect of a claim. The view is also used to associate invoices with claims. If the adjuster wants to add additional line items for the invoice, or to attach an invoice image and note, the adjuster can drill down on the invoice number to go to the Invoices Screen.

For information about using the Invoices screen, see Siebel Communications Guide.

This task is a step in Process of Managing Claims.

To create invoice records

1. Navigate to the Claims, then the Invoices view.
2. In the Invoices list, add a new record, and complete the necessary fields.
3. Drill down on the invoice to go to the Invoices screen.
4. (Optional) In the Line Items list, add line items for the invoice.
5. (Optional) In the Attachments list, attach an electronic version or image of the invoice.
6. (Optional) In the Notes list, add any notes for the invoice.