1. Using Core Application
  2. Generate the Invoice

Generate the Invoice

After you finish capturing the debrief information, you can obtain your customer’s signature and generate an invoice in PDF format.

  1. Log in to Oracle Field Service.
  2. Open a started activity.
  3. Click Debrief on the Activity Details page.
  4. Click Sign and Save.
  5. Get the customer's signature in the Customer Signature field.
    If you are using a touch screen device, the app detects touch as the method to fill the signature. In such cases, you cannot use the mouse to fill the signature.
  6. Click Submit.
    The plug-in closes, and the invoice is saved as a PDF file in the activity property for download and review. If you want to update the invoice, reopen the activity and perform the debriefing again, so that the new PDF file overwrites the old one.