About Digital Invoice Copy
- Anastasia Medovkina
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 can edit 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
- Click the Attachments tab to add a document to the invoice.
- Click Upload File and select the digital copy of the original invoice from your computer.
- In the Upload Attachment window, provide the document description if necessary.
- Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
- Click Upload.
The attachment will have the Provider’s Invoice flag.
(Optional) Add other attachments if necessary.
You can mark other attachments as digital copies as well.
Send the invoice.
If you are required to send a digital invoice copy and have not attached the copy, you will see a note prompting you to attach the digital copy.
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Attaching Digital Copies to Completed Work Orders
To attach and mark documents as digital copies, please ensure the work order is in the Completed status and has the corresponding invoice.
- On the Work Order Details page, click View Details.
- In the Attachments&Notes section, click +Add Attachment.
- Select the file and add the description if needed.
- Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
- Click Upload.
The attachment will have the Provider’s Invoice flag.
- (Optional) Add other attachments.
Attaching Digital Copies to Submitted Invoices
- On the Invoices List page, click the desired invoice to open its details.
- In the Attachments tab, click Upload File and select the digital copy of the original invoice from your computer.
- In the Upload Attachment window, provide the document description if necessary.
- Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
- Click Upload.
The attachment will have the Provider’s Invoice flag. (Optional) Add other attachments if necessary.
You can mark other attachments as digital copies as well.
Now, on the Invoices List page, you will see the Has Invoice Copy flag on the Invoice indicating the attached digital copy.
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
- While filling out the invoice form, click the Attachments tab.
- Select the checkbox next to the desired attachment.
You can edit or delete an attachment:
- Click Edit Attachment to change the attachment description or unmark the attachment as a digital copy.
- Click Delete Attachment.
If the attachment is marked as a digital invoice copy, you need to confirm your action.
Editing and Deleting Digital Invoice Copies from the Invoice Details Page
You can mark other documents as digital copies only if the invoice already has at least one digital invoice copy.
- On the Invoice Details page, click the Attachments tab.
- Select the checkbox next to the desired attachment.
You can edit or delete an attachment:
- Click Edit Attachment to change attachment description or unmark the attachment as a digital copy.
- Click Delete Attachment.
If the attachment is marked as the digital invoice copy, you will need to confirm your action.
Editing and Deleting Digital Invoice Copies from the Work Order Details Page
- On the Work Order Details page, click the Attachments&Notes tab.
- Select the invoice to take action on.
You can edit or delete existing attachments:- Click the Pencil icon to change the attachment description or unmark the attachment as a digital copy.
Click the Bin icon.
If the attachment is marked as a digital invoice copy, you need to confirm your action.Note that if there is only one attachment marked as the digital invoice copy, you cannot delete or unmark it. Add one more attachment and mark it as the invoice copy to be able to edit or delete that attachment.
