Set up Customer Options for Field Invoicing and Field Payments

If your organization uses field invoicing, you can allow and restrict which customers the technicians can generate field invoices for in MobileTech. For example, you might let technicians generate invoices for residential customers, but not for commercial customers. You can restrict or allow access to individual customers or to all customers. Field invoicing is available only if Field Invoicing and Field Payments are registered, and UseFieldInvoicing = True in the setup options.

1. In MobileTech Administration, select Setup Options, and then select Options > Customer Options. The Customer Setup page is displayed. This page displays a list of customers who are set up in the Customer Maintenance window in Microsoft Dynamics GP, and who have this information set up:
   • Service area
   • Primary and secondary technician
   • Labor rate group
   • Price matrix
2. Make sure the Disable Field Invoicing checkbox is not marked for the customers for whom technicians can generate field invoices. If that checkbox is marked for a customer, a technician cannot create a field invoice for that customer. You can complete these actions by using the icons on the page:
   • Navigation buttons - Go to a record that is not highlighted. For example, you can go to the first, next, or previous customer record, or the last record in the list.
   • Refresh icon - Apply changes that were made since the last time you saved changes on the page.
   • Select All Toggle icon - Mark or unmark the Disable Field Invoicing checkbox for all the customers in the list.
3. Select the Save icon to save the changes.