Managing Invoices for Siebel Consumer Goods

An invoice is a bill to the customer for parts, labor, and other expenses that you incur. Sales representatives review all outstanding invoices, deliver invoices, collect payments, and capture signatures.

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

• "Displaying Invoice Details"

• "Viewing Line Item Information for an Invoice"

• "Viewing Payment Information for an Invoice"

• "Viewing Value Reconciliation Information for an Account"

• "Collecting Invoice Payments"

• "Recording Invoice Delivery"

• "Capturing Signatures for Invoices"

• "Printing Invoices"

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

Displaying Invoice Details

You can display invoice details by using the Invoice view.

To display invoice details 

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field.

   All details for the selected invoice appear in the main pane, which includes line item, payment, and value reconciliation information. For more information, see the following:

   • "Viewing Line Item Information for an Invoice"

   • "Viewing Payment Information for an Invoice".

   • "Viewing Value Reconciliation Information for an Account".

   From the Invoices view, you can do the following to complete a sales order:

   • Tap Deliver to update the inventory details on the order and change the status of the invoice to Delivered. For more information, see "Recording Invoice Delivery".

   • Tap Pay to initiate payment collection for the invoice. For more information, see "Collecting Invoice Payments".

   • Tap Sign to capture a signature for the invoice. For more information, see "Capturing Signatures for Invoices".

   • Tap Cancel to cancel the invoice. When you cancel an invoice, the value in the Status field changes to Cancelled.

   • Tap Print Preview to preview and print the invoice. For more information, see "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 Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap the down arrow next to Line Item in the main pane.

   All the line items associated with the invoice appear in the main pane.

Viewing Payment Information for an Invoice

Complete the following procedure to view the payment information for an invoice.

To view the payment information for an invoice  

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap the down arrow next to Payment in the main pane.

   All payments associated with the invoice appear in the main pane.

Viewing Value Reconciliation Information for an Account

Complete the following procedure to view the value reconciliation information for an account.

To view the value reconciliation information for an account  

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap the down arrow next to Value Reconciliation in the main pane.

   Review the figures on the Value Reconciliation report that appears.

Recording Invoice Delivery

Complete the following procedure to record the delivery of an invoice. Delivering an invoice prompts an inventory reconciliation to be carried out.

To deliver an invoice 

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap Deliver to record delivery of the invoice.

   The status on the invoice changes to Delivered, and the inventory details on the order are updated as required (according to the invoice line items).

Collecting Invoice Payments

Complete the following procedure to collect the payment for an invoice.

To collect invoice payments 

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap Pay in the main pane.

   The Payments view opens showing the invoice details (with Pay, Print Preview, Cancel, Deliver, and Visit Home buttons) followed by the payments associated with the invoice.

4. Tap Pay to initiate payment collection for the invoice.

   A Payment form for the payment record appears in the main pane.

   To pay an invoice, you can either collect a new payment from the customer or use an existing credit source to pay the invoice.

   1. To collect a new payment from the customer, do the following:

      • Tap New (the plus (+) icon) on the payment form to create a new payment record.

      • In the Method field, choose a payment type (for example: Automatic Debit, Check, Check, Wire Transfer, Cash, and so on).

      • In the Apply to Invoice field, type in the payment amount.

        The Payment Total field defaults to the amount outstanding for the invoice. The Apply to Invoice field determines what is applied to the invoice. The amount applied to the invoice cannot be greater than the amount outstanding on the invoice.

      • Tap Commit.

        A new payment record is created and the record automatically appears in the Payment list on the Invoices page. The value in the invoice Status field changes to either Paid or Partially Paid.

   2. If an existing credit source exists (such as an open credit memo or residual payment credited to the customer), then the Payment form is prepopulated with the information and you do the following:

      • In the New Amount field, type in the amount to apply to the invoice.

      • Tap OK.

      • Tap Commit.

Capturing Signatures for Invoices

Complete the following procedure to capture the electronic signature for an invoice in the Siebel Mobile application for Siebel Consumer Goods. You capture the signature to verify that the contact reviewed the invoice.

Note: Signature display is not supported in offline mode.

To capture the electronic signature for an invoice 

1. Tap Side Menu and then tap Invoices to display the following:

   • The Invoice list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap the down arrow next to Line Item, Payment, and Value Reconciliation to review all the line item, payment and value reconciliation information associated with the invoice.

4. Tap Sign.

   Information about the invoice and about the contact for the invoice appears.

5. Capture the signature of the contact in the signature input box.

6. If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

7. Save the record when finished.

Printing Invoices

Complete the following procedure to print an invoice in the Siebel Mobile application for Siebel Consumer Goods.

Note: The print capability in the Siebel Mobile application for Siebel Consumer Goods 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 Side Menu and then tap Invoices to display the following:

   • The Invoices list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Invoice Number field to open that invoice.

   All details for the selected invoice appear in the main pane.

3. Tap Print Preview to preview the invoice details.

4. Tap Print to print the invoice.