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Service Providers have access to the Invoices module in Service Automation. Should your facilities team need to create an invoice, follow the steps below. |
An invoice can be created once a work order is in either the Completed or Completed/Confirmed status. An invoice cannot be submitted for more than its not-to-exceed (NTE) amount.
The Create Invoice button is located on the bottom of each work order that is ready to be invoiced.
Invoice Requirements and Considerations
- In Invoices Admin, you can determine whether providers are required to create either a Standard Invoice or a Line Item Invoice, as well as a description of the completed work.
- Invoices have a unique invoice number; You are not able to save the invoice without this information.
- Once an invoice is submitted, it cannot be edited. Should an invoice need to be reissued, it must be voided while the invoice is in the Open invoice status. Once any action is taken, the invoice must be rejected on the client side.
- You can add attachments to invoices once it is created. See Adding Attachments to Invoices, below, for more information.
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Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. |
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Creating a Standard Invoice
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A Standard Invoice reflects labor, travel, material, and freight charges. It does not, however, break down labor and material costs.
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Creating a Line Item Invoice
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Lineitem invoices itemize labor, travel, material, other, and freight costs, either for all work orders or for work orders of specific trades and categories. This can be determined in Invoices Administration.
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Contact your ServiceChannel manager to itemize Travel,Other, and Freight charges. |
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Your line item invoice is submitted to your client, and you get to the Invoices List. |
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Adding Attachments to Invoices
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After an invoice is created, you can add attachments to it.
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You can attach digital copiesof the provider’s original invoice. Contact your ServiceChannel manager to mark attachments as digital invoice copies. |
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