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. Here's how to create the invoice:

Note: This task is supported only in online mode.

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.

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 checkbox must be selected on the activity.

4. Tap to preview the invoice details.

   For more information, see Print an Invoice for an Activity.

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

   For more information, see Capture a Signature for an Invoice.