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 supported only in online 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.