Page Comparison

Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. 

In the email notification, you can see the following details:

• Notes on submitting invoices and other important information to consider
• Total number of Completed but not invoiced work orders submitted by the specified client
• Among not invoiced work orders for the client, the longest time in days since the request was completed
• Number of locations for which these work orders were created
• Tracking numbers of work orders
• Number of days since each service request was moved to the Completed status

Click View Work Orders in the email to navigate to the Work Orders List where you can create invoices.

Image Modified

LOCALIZABLE PART STARTS HERE

LOCALIZABLE PART ENDS HERE

You can also submit a Standard Invoice through the Invoice Template. See Creating Invoices Using Templates for more information.

LOCALIZABLE PART STARTS HERE

1. On the desired work order, click click Create Invoice.

2. Enter a

   unique Invoice Number.

   unique Invoice Number.
   
   

   Tip
   When creating invoices, you and your client can reuse invoice numbers associated with Rejected invoices.   Contact your ServiceChannel manager to enable the feature.

   
   

3. (Optional) Click the calendar icon to change the invoice date.

   Note
   The invoice date cannot be earlier than the work order completed date.

   
   

4. Click Click Confirm.

   Note
   To edit the invoice number or date, click the required field in the upper left corner of the the Invoice page page.

   
   

5. Select the correct remit-to address.

6. Enter a

   complete 

   complete Description

    for

   Enter the amounts for  for the work done.

   
   

   Note
   Depending on your client's configuration, this description may be required.

   
   

7. Enter the amounts for Labor, Travel, Material, and and Freight, if where necessary.
   

LOCALIZABLE PART ENDS HERE

Line Item Invoicing is also available through the invoice template. See Creating Invoices Using Templates for more information.

1. On the Work Orders List, find the desired work order, and click Create Invoice. The page for creating an invoice appears with the Create Invoice overlay opened.

2. In the overlay, enter a unique invoice number, change the invoice date if required, and click Confirm. The page for providing further invoice details is displayed.

   Image Removed

   You can change the invoice number and date in the

   Note
   Tip
   When creating invoices, you and your client can reuse invoice numbers associated with Rejected invoices.   Contact your ServiceChannel manager to enable the feature.

   Image Added

   Note
   You can change the invoice number and date in the top left corner of the page for creating an invoice. Keep in mind that the invoice date cannot be earlier than the completed date of the work order.

   
   

3. (Optional) Select another remit-to address under the column with your company info.
4. On the Summary tab, provide the following details:
   • Complete description of the performed work
   • Total amount of labor, travel, material, freight, and other charges if you see a text field by their name

5. Depending on your client’s requirements, itemize labor, material, travel, freight, or other charges. The costs you need to break down appear as links on the Summary tab. Navigate between the tabs below to check how to break down each type of costs.
   

   If you have the approved rates from the client, the Hourly Rate column will be populated automatically with the Agreed Rate mark. You can change the rate. If it is higher or lower, you will see the WarningImage Removed icon and will be asked to enter the mismatch reason.  

   Image Removed

   For more information, read Manage Client Rates. Navigate to the Labor tab.
   Enter the following information on the employees who performed the job:
   Skill level
   Rate type for the job performed
   Number of employees of the selected skill level and rate type
   Employee’s rate per hour
   Before adding a line item to the invoice, you can view the check-in information for this work order. It includes: 
   
   Image Added
   
   • Work Date 
   • Check-In/Out Time 

   • GPS / IVR Status. 
     The compliant check-in means that a technician checked in within the allowed radius that your client defined for their locations. If a check-in was non-compliant, then a technician was farther than the configured radius. 

   Rw ui tabs macro
   Rw tab title Labor To break down labor charges: Hours spent to complete the work
   Note

   Note
   Compliant and non-compliant check-ins/outs allow you and your client to correctly pay for technicians' work and have visibility into the amount of time they spend on-site and out of the location when they check in.  Contact your ServiceChannel manager to enable the feature.

   
   

6. Number of Techs on Site 
7. Time Spent on Site 
8. Enter the following information on the employees who performed the job:
   • Skill level
   • Rate type for the job performed
   • Number of employees of the selected skill level and rate type
   • Employee’s rate per hour

   • Hours spent to complete the work

     Note
     When you have the approved rates from the client, the Hourly Rate column will be populated automatically with the Agreed Rate mark. You can change the rate. If it is higher or lower, you will see the WarningImage Added icon and will be asked to enter the mismatch reason.   Image Added For more information, read Completing Client Rates Requirement.

     
     

9. Repeat the previous step to add another line item.

Image Added

To itemize material charges:

1. Open the Material tab.
2. Provide the following details on the material used to complete the work order:

   • Part Name

     Tip

     When you use negotiated price lists with your client, you can select parts from the drop-down list. The price per item will be auto populated. If you change it to a higher or lower price, you will see the Warning Image Addedicon and may be prompted to enter the reason for the price mismatch. The negotiated price list specifies prices for material and other charges, and markup %.   Image Added We recommend using price lists to save time your and your clients’ time on invoice completion and price mismatch discussions.   Contact your ServiceChannel representative to enable price lists.

     
     

   • Description
   • Part number

   • Unit of Measure 

     Note
     Should you need international units of measure, contact your ServiceChannel representative.

     
     

   • Unit price 

   • Markup %

     Note
     The markup % can be verified if it matches the agreed rate from the negotiated price list or client rates. For more information, read Invoicing for Clients with Rates Mismatches Turned On. Image Added

     
     

   • Quantity
3. Repeat the previous step to add another line item.

Image RemovedImage Added

To itemize material break down other charges:

1. Open Switch to the Material Other tab.
2. Provide the following details on the material used to complete the work order:Part Name
   

1. • 
     

   • Category from the Description drop-down list
   • Charge amount
2. To add another line item, click + Another Charge, and repeat the previous step.

Image Added

1. In the middle of the invoice summary page, click the the Attachments tab tab. The list of current attachments appears.
2. Click Click Upload File. The The Upload Attachment overlay  overlay appears.
3. Click Click Browse a file and select the applicable file.
4. Enter a description of the attachment.
5. Click Click Upload. The attachment is added to the list.

You can attach digital copiesof your original invoice. Contact your ServiceChannel manager to mark attachments as digital invoice copies. 

Image Modified