To itemize charges, you should break down invoice costs into line items for each work order.
Your client configures what type of charges you should itemize — labor, travel, material, or other. They also decide which work orders require line item invoices depending on the work order trade and category. See Creating a Line Item Invoicefor more details.
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We strongly recommend that you use the Line Item Invoice Template only when your client asks you to submit this invoice type. Otherwise, complete the Standard Invoice Template. |
In Provider Automation, two versions of the Line Item Invoice Template are available: I.14 and I.15. Choose the template version depending on the work order location country.
- Download I.14 Template for US. and Canada
- Download I.15 Template for outside of US and Canada, also referred to as the International Line Item Invoice Template.
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Should you need the template to have international currencies, date formats, and metrics, contact your ServiceChannel representativedownload I.17 Template for outside of US and Canada. |
Completing the Line Item Invoice Template usually occurs in 2 steps:
- Enter the general information about the template, User ID, PIN, invoice and tracking number, and invoice dates. Read more about Getting Started with Completing the Line Item Invoice Template.
- Enter the needed line-item charges, taxes, and invoice total amount. Read more about Charges in the Line Item Invoice Template.
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