Accessing Invoice Views

To access billing information through the Invoices view, follow this procedure.

To access the Invoice views

1. Navigate to the Invoices screen.

2. In the Show drop-down list, select All External Invoices.

   The Invoices list displays the bills that are generated by an external application. The information in the Invoices list (header information) is generally stored in the Siebel database. However, due to the large volume of data, it is not recommended that your company store the Invoice Line Item information in the Siebel database, but instead access that data in real time through integration.

   Note: When you select All Invoices from the Show drop-down list, the Invoices list displays all invoices, including external invoices.

3. In the Invoices list, perform a query in the Bill To Account field for the account name.

   The Invoices list displays all invoices for that account, sorted by invoice number.

4. In the Invoices list, drill down on the invoice number of the invoice you want to view.

5. Click a view tab to access specific information for that invoice.