Managing Invoices for Siebel Service

An invoice is a bill to the customer for parts, labor, and other expenses that you incur.

The following procedures related to invoices and invoice management are included in this topic:

• "Displaying Invoice Details"

• "Viewing Line Item Information for an Invoice"

• "Printing Invoices"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Service.

  
  

Displaying Invoice Details

You can display invoice details by using the Invoices list.

To display invoice details  

1. Tap the Side Menu icon on the application banner, and then tap Invoices to display the following:

   • The Invoices list and details for the selected invoice in the right pane or work area.

   • A list in the left pane in which you can select the related items for invoices.

2. Tap an invoice in the Invoices list.

   All details for the selected invoice appear below the list in the work area.

3. To view the related items for the selected invoice, tap the following name in the list in the left pane:

   • Invoice Line Items. Shows the line item information for the invoice. For more information, see the following topics:

     • "Viewing Line Item Information for an Invoice"

     • "Printing Invoices"

Viewing Line Item Information for an Invoice

Complete the following procedure to view the line item information for an invoice.

To view the line item information for an invoice  

1. Tap the Side Menu icon on the application banner, and then tap Invoices to display the following:

   • The Invoices list and details for the selected invoice in the right pane or work area.

   • A list in the left pane in which you can select the related items for invoices.

2. Tap an invoice in the Invoices list.

   All details for the selected invoice appear below the list in the work area.

3. Tap Invoice Line Items in the list in the left pane.

   All the invoice line items associated with the invoice appear in the work area, and all details for the selected invoice appear above the Invoice Line Items list in the work area.

4. Tap an invoice line item to view the details for that line item.

Printing Invoices

Complete the following procedure to print an invoice.

Note: The print invoice capability in the Siebel Mobile application for Siebel Service is built using third-party open source embedded JavaScript (http://embeddedjs.com) and uses MIT licensing. For more information, see "MIT License".

To print an invoice  

1. Tap the Side Menu icon on the application banner, and then tap Invoices to display the following:

   • The Invoices list and details for the selected invoice in the right pane or work area.

   • A list in the left pane in which you can select the related items for invoices.

2. Tap an invoice in the Invoices list.

   All details for the selected invoice appear below the list in the work area.

3. Tap Invoice Line Items in the list in the left pane.

   All the invoice line items associated with the invoice appear in the work area, and all details for the selected invoice appear above the Invoice Line Items list in the work area.

4. Tap Print Preview to preview the invoice details.

5. Tap Print to print the invoice.