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

Setting Up Auto-Invoice

Users can use the auto-invoice feature to quickly generate invoices for service requests and activities. To set up the auto-invoice feature, complete the task in this topic.

This task is a step in Process of Administering Invoices.

To set up auto-invoice

1. Specify a price list for all of the billable items for an activity.

   The selected price list must include the billable items as products (in the Price List Line Items view in the Price Lists view of the Pricing screen).

2. Make sure that there is a rate list line item (a billing product) for each type of resource (for example, a field service engineer) for an activity.

   You specify the activities rate list in the More Info view of the Activities screen. In the Rate Lists Line Items view in the Rate Lists view of the Pricing screen, you define the resource, rates, and markups.

3. Make sure that the rate types in the Type field are identified for billable expenses and labor (in the Expense Tracker view and Time Tracker view of the Activities screen).
4. Make sure that each user has a position that is associated with a billing product (in the Billing Product field in the Positions view of the Administration - Group screen).
5. Make sure that price and rate lists are defined for activities and that a price list is defined for orders.

   Auto-invoicing uses these lists to determine the total amount to bill to a customer.