Managing Invoices for Siebel Field 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 Field Service.

  
  

Displaying Invoice Details

You can display invoice details by using the Invoices list.

To display invoice details  

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

   • The Invoices list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Invoices list, tap the link in the Invoice # field to drill down on the selected record.

   All details for the selected invoice appear in the main pane, from where you can do the following.

   • "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 Side Menu and then tap Invoices to display the following:

   • The Invoices list in the main pane

   • The Calendar showing the activity planning information in the side pane.

2. In the Invoices list, tap the link in the Invoice # field to drill down on the selected record.

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

Printing Invoices

Complete the following procedure to print an invoice.

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

   • The Invoices list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Invoices list, tap the link in the Invoice # field to drill down on the selected record.

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

3. Tap Print to preview the invoice details.

   Use the mobile device browser features to print or email the invoice as required.