Should you need the template to have international currencies, date formats, and metrics, contact your ServiceChannel representative.
Line Item Invoice Template
You may require providers to complete a Line Item invoice, labor and material costs are broken down into line items for each work order. Because a line item breaks down labor types and materials by row — essentially causing one invoice number to have several rows of information — we strongly recommend using this option only when a client requires line items. When your client does not require line item invoices, use the Standard Template.
There are two versions of the Line Item Invoice Template: I.14 and I.15. The template version you should use depends on the location county.
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.
Open file in Notepad
Choose Save As
There are three items to update in the Save dialog that comes up.
Save as type: change this to All FilesFile
Name: name your file and add the .csv extension to it - e.g.: myupdates.csv
Encoding: click on the dropdown and choose UTF-8
Open file in Number
Hover over Export
In the submenu that appears, choose CSV
Click on Advanced Options to show the Text Encoding dropdown
Select Unicode (UTF-8) from the dropdown menu
Click Next Export!
Google Sheets Specific
Click on or hover over Download As
Choose the option Comma-separated values (.csv, current sheet)
After clicking on that option, your file will be automatically downloaded to your computer