Field Invoices and Customer Payments

You can generate a field invoice and then collect payment for the invoice for a service call. If there are multiple appointments for a service call, all appointments for that service call must be completed before an invoice is generated for the service call.

If your system is set up to preview invoices, you can preview the invoice before you generate the customer (field) invoice and transmit it to the back office. When all the appointments on your device are completed for a service call, all costs entered for the individual appointments are included on the preview invoice, including costs added by other technicians and/or the back office. You can view the invoice on your mobile device.

This functionality is available only if your organization uses Field Invoicing and Field Payments. For more information, contact your system administrator. 

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