Creating Invoices from Activities in Siebel Field Service

When you create an invoice from an activity, an invoice record is automatically created for the activity using the data from the activity.

Note: This task is supported only in online mode.

To create an invoice from an activity

1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

   For more information about the home page, see Using the Home Page for Siebel Field Service.

2. Tap Finish in the side pane.

   The Invoices view appears in the main pane.

3. Tap Create Invoice in the main pane to create an invoice from the activity.

   A new invoice is appended to the invoice list in the main pane.

   Note: To create an invoice from an activity, note that the Billable check box must be selected on the activity.

4. Tap to preview the invoice details.

   For more information, see Printing Invoices Associated with Activities.

5. Tap Sign to obtain a signature for the invoice.

   For more information, see Capturing Signatures for Invoices in Siebel Field Service.