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After you complete the invoice template, submit the file to ServiceChannel. You can either upload it directly from the Invoices List or send the file by email.
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We strongly recommend uploading invoice templates from the Invoices List. Files, in this case, are processed almost immediately. Files sent by email may be processed within 1 calendar day, but normally between 1 to 4 hours. |
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You can submit a maximum of 300 invoices per template from the Invoices List. When you have a large file with more than 300 invoices, you can send the template to invoices@servicechannel.net, and we will process the file. |
Things to Consider
Below are a few important notes to remember when submitting the invoice template:
Work orders must have the Completed or Completed/Confirmed status.
None of the column names can be changed. If they are changed, you will receive errors when submitting your invoice.
No blank rows are allowed between invoices on the template.
The template versions begin with the letter I (uppercase for i).
Money values in a template shouldn't have more than 2 digits after a point.
Tax values will be rounded to 2 digits after a point.
Empty money values in a template are treated as 0 [zero].
If an invoice has an incorrect tax, the invoice will still be created, but it will be in a disputed state.
Do NOT reply to the ServiceChannel Invoices email address.
Submitting an Invoice Template from the Invoices List
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Submitting an Invoice Template by Email
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What to Expect after You Submit a Template
After you upload or email the invoice template, it will be validated for errors, and the report will be automatically generated. Check the Processing result column for the results.
Standard Invoice Template. When the invoices are valid, the last cell of each invoice row will contain the “OK” status and the record ID, for example, OK (ID=12345678). That means the invoices were successfully generated. When one of the invoices is not valid, the last cell of that invoice row will contain the description of the error. Correct all errors in the file, delete rows of the successfully created invoices that are marked with “OK”, and submit the file again.
Line Item Invoice Template. When the data of the invoice is valid, the last cell of the last invoice row will contain the “OK” status and the record ID, for example, OK (ID=87654321). That means the invoice was successfully generated. When the invoice is invalid, the last cells of that invoice rows will contain descriptions of errors. Correct these errors, delete the rows of successfully generated invoices, and submit the file again.
Troubleshooting Upload
ErrorsError Codes
Should you run into errors while uploading, here is a list of errors error messages and descriptions that may help you resolve the issue. Fix the relevant information and then resubmit.
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- I.12 Standard Invoice (Canadian and US clients).xls (30 KB)
- I.11 Standard Invoice (outside the US and Canada).xls (30 KB)
- I.14 Line Item Invoice (Canadian and US Clients).xls (20 KB)
- I.15 Line Item Invoice (outside of U.S. and Canada).xls (20 KB)
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