Field | Required | Value/Format | Location/Content/Restrictions |
---|
Template Version | Yes | Uppercase I I.14 or I.15 | Provided on first line of the template. |
User ID | Yes | Not case sensitive | Info used to log into Service Automation. |
PIN | Yes | Numeric | IVR Pin number used to login to work orders. Can be found on work orders. |
Invoice # | Yes | Alphanumeric | You can use the work order number or a self generated alphanumeric combination. |
Invoice Date | Yes | mm/dd/yyyy | If the client has not set restrictions on the date parameter, invoices can be dated as far back as the date of work completion to the current date. |
Tracking Number | Yes | Numeric | Unique number assigned to each work order. |
Record Type | Yes | Record Type referrers to the information on a particular row and are always capital letters. Options are: ● L for labor charges ● M for material charges ● S for sum of column totals and for non-labor or non-material charges | N/A |
Skill Level | Yes, for Labor charges | Case Sensitive: ● Supervisor ● Technician ● Helper | Based on the worker type(s) that worked on the work order. Each Tech type must be entered on a separate row. |
Labor Type | Yes, for Labor charges | Case Sensitive: ● Regular ● Overtime ● Double Time | Based on the type of time worked. |
# Of Techs | Yes, for Labor charges | Numeric | Combined number of each type: Supervisors, Technicians and or Helpers who worked on the work order. Each Tech type must be entered on a separate row. |
Hourly Rate | Yes, for Labor charges | Numeric | Based on agreed upon amount listed in Service Provider’s Fixxbook account. See Client Rates in Fixxbook. |
Total Hours | Yes, for Labor charges | Numeric | Based on the combined number of hours for the “Tech” type. |
Labor Amount | Yes, for Labor charges | Numeric | Total hours for the Techs listed in the row. |
Travel Charge | Only if Travel Charges have been agreed upon | Numeric | Based on the Travel Charge agreed upon in Fixxbook. See Client Rates in Fixxbook. |
Material Description | Only if there are Material charges | Alpha | Description of Materials used on work order. Enter each “Material” used on a separate “M” row. |
Part # | Only if there are Material charges | Alphanumeric | The Part (Serial or Manufacturer) number. Enter each “Part” used on the corresponding “M” row. |
Price Per Unit | Only if there are Material charges | Numeric | Price for quantity of one. Enter each “Price Per Unit” used on the corresponding “M” row. |
Qty (Quantity) | Only, if there are Material charges | Numeric | Number of Parts used. Enter the “Qty” used on the corresponding “M” row. |
Material Amount | Only, if there are Material charges | Numeric | Total amount for Material. Each “material type” must be entered on a separate “M” row. |
Freight Charge | Only, if there are Freight charges | Numeric | Total freight charge. Entered on Summary row. |
Other Charges - Description | Only, if there are Other charges that do not fit into one of the other categories | Alpha | Enter either one of the following if applicable for your Client: Agreed Price, As Agreed, Credit Memo, Discount, Disposal, Management Fee, Markup, Overhead & Profit, Rental Fee, Shipping & Handling, or Subcontractor Cost. Enter each on a separate “L” row. |
Other Charges Amount | Only, if the are other charges | Numeric | Enter each on a separate “S” row. |
Invoice Tax | Only if it has been agreed that the Service Provider charges taxes for services rendered or materials. | Numeric | Invoice taxes should be entered in the Summary Record Type (S) row. |
Tax 2 | Only if it has been agreed that the Service Provider charges taxes for services rendered or materials. | Numeric | The invoice second tax amount, (typically GST for Canada). Multiple taxes are required for some Canadian Location. Invoice taxes should be entered in the Summary Record Type (S) row. |
Tax 2 Name | Only if it has been agreed that the Service Provider charges taxes for services rendered or materials. | Alpha | The second tax name for Canada: PST, QST or HST. The tax name is validated based on the location province: ● Alberta (AB): GST ● British Columbia (BC): GST or PST ● Manitoba(MB): GST or PST ● New-Brunswick (NB): HST ● Newfoundland and Labrador (NL): HST ● Northwest Territories (NT): GST ● Nova Scotia (NS): HST ● Nunavut (NU): GST ● Ontario (ON): HST ● Prince Edward Island (PE): HST ● Quebec (QC): GST or QST ● Saskatchewan (SK): GST or PST ● Yukon (YT): GST Tax percentages in the International Line Item Invoice Templates are to be entered for each section separately in the Summary (S) row. They are: Labor Tax %, Trip Tax %, Material Tax %, Freight Tax %, and Other Charges Tax %. |
Invoice total | Yes | Numeric | Total of all charges. Invoice Totals should be entered in the Summary Record Type (S) row. |
Invoice Description | Yes | Alpha | Entered on (S) row. |