Generate a Field Invoice for an Appointment

Depending on your company's MobileTech setup, you can request to preview a field invoice before you generate the invoice for a service appointment.

For the preview request to be automatically synced, make sure that Sync Login is set to On on the Resco Setup page. If this option is set to Off, you'll need to manually sync before you can preview the field invoice. (Setup > Resco)

For additional information, we recommend that you review Before You Generate a Field Invoice.

1. Open an appointment from the appointment list or a service call.

   • Select Appointments and select an appointment.

   • Select Service Calls, select More, select the Appointments tab, and select an appointment.

2. Select Complete to complete the steps that are required for the appointment, such as adding the labor, travel, and expense charges for the appointment. See Complete Tasks for a Service Call for information about the tasks to complete before you complete the appointment and generate a field invoice. Tasks are displayed, depending on the setup. For more information about steps that you might need to complete for appointments, see the Appointments section of Help, which includes procedures about how to enter information on tabs that you might need to complete for an appointment.

Preview the Field Invoice

Depending on your company's setup, after you complete the steps for an appointment, you can preview the field invoice. 

1. Select the Reports tab. 

2. Select Field Invoice Report and select Request to preview the field invoice.

3. A message displays that the preview will be requested upon the next sync, select OK.

4. Select the Sync icon.

5. Go back to the appointment and select the Reports tab.

6. The Field Invoice Report should display that it is READY. 

7. You can open the attachment to preview the field invoice. The customer signature does not display on the field invoice preview.

8. At this point, you can have the customer sign off. See Collecting the Signature for the Field Invoice Report.

9. Select Complete to generate the field invoice.

10. The payment details fields are displayed. Depending on your organization's processes and the MobileTech setup, you can then collect payment from the customer in the field.

11. If you don't want to collect payment at this time, select No for Collect Payment. See Collect Payments from Customers for more information.