Before You Generate a Field Invoice

Based on the options that are set up in MobileTech Administration and the processes that your organization follows, you can complete these procedures before you start the field invoicing process.

Task	For more information, see ...
Add labor charges for the appointment	Enter a Labor Transaction Before Completing an Appointment
Add travel charges for the appointment	Enter a Travel Transaction Before Completing an Appointment
Add expense charges for the appointment	Enter an Expense Transaction Before Completing an Appointment
Add inventory material charges for the appointment	Enter an Inventory Transaction Before Completing an Appointment
Add purchase charges for the appointment	Create a Purchase Order
Receive drop-ship purchase orders for the appointment	Receive Items from a Drop-Ship Purchase Order
Complete tasks for a service call appointment	Complete Tasks for a Service Call
Collect a signature from the customer and sign off on the appointment	Collecting the Signature for the Field Invoice Report
Add a resolution note	Enter an Appointment Resolution

Based on the MobileTech setup, some or all of the following information is displayed on the preview invoice and the field invoice.

Time Entry Information

All labor, travel, and expense billable line totals are listed separately on the field invoice. There might be a combination of positive and negative billable line totals. Billable line amounts are added to or subtracted from the subtotal on the invoice.

Labor

If your time card in TimeTrack has been committed by another user (such as someone in the Payroll department), and this occurred before the service call was complete the field invoice was generated, that labor expense won't be displayed on the field invoice. The labor expense will be displayed if the time card hasn't been committed, or if it's been committed and the expense transaction has been posted.

Labor cost category
Date when the labor transaction was completed
Description of the labor transaction
Technician associated with the labor
Unit of hours for the labor
Quantity, unit price, and total for the labor transaction

Travel

Travel cost code category for each travel expense
Date when the travel transaction was entered
Description of the travel expense
Quantity, unit price, and total for the travel transaction

Expenses

Cost category that was selected when the expense transaction was entered
Date when the expense transaction was entered
Description of the expense transaction
Quantity, unit price, and total for each expense transaction

Inventory

Equipment used for the service call
Quantity and price of the site inventory item
Inventory items from a purchase order that is associated with the invoice

Signatures information

The customer signature, if required. If a customer signature isn't captured for the completed service call, the customer signature area is blank on the field invoice. The customer signature isn't displayed on a preview invoice. See Collecting the Signature for the Field Invoice Report.