Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
When you need a digital copy of the original invoice to meet your local requirements, you can attach these documents to the ServiceChannel invoice.
With digital copies of invoices on, you canedit attachments, add new ones, or delete them.
Attaching Digital Copies to Invoices
You can attach digital copies of the original invoice:
- To the invoice during the invoice completion process
- To completed work orders on the Work Order Details page
- To invoices on the Invoice Details page
Attaching Digital Copies while Completing an Invoice
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Attaching Digital Copies to Completed Work Orders
Note |
---|
To attach and mark documents as digital copies, please ensure the work order is in the Completedstatus and has the corresponding invoice. |
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Attaching Digital Copies to Submitted Invoices
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Editing and Deleting Digital Invoices Copies
You can edit and delete attachments if needed during the invoice completion process, on the Invoice Details page, and on the completed Work Order Details page.
Editing and Deleting Digital Invoice Copies When Completing an Invoice
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Editing and Deleting Digital Invoice Copies from the Invoice Details Page
Note |
---|
You can mark other documents as digital copies only if the invoice already has at least one digital invoice copy. |
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Editing and Deleting Digital Invoice Copies from the Work Order Details Page
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Live Search | ||||||||
---|---|---|---|---|---|---|---|---|
|
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
|
Panel | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|