Capturing Signatures for Invoice in Siebel Field Service

After you create an invoice, you capture the (contact) signature for the invoice. You capture this 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. 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 the invoice for which you want to capture the electronic signature.

4. Capture a signature for the invoice as follows:

   1. Tap Sign.

      Information about the invoice appears in the main pane. A Signature applet appears after the invoice information.

   2. In the Contact field, select the name of the contact who signs for the invoice.

   3. Capture the signature of the contact in the signature input box.

   4. If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

   5. Tap Save when finished.

   6. Complete the Customer Satisfaction Survey when prompted, and then tap Finish.

      Note: The Customer Satisfaction Survey is supported only in online mode.