Types of Invoices
In Provider Automation, there are two types of invoices: a Standard Invoice and a Line Item Invoice. Depending on your client's system configuration, you need to create either a Standard Invoice or a Line Item Invoice.
Standard Invoice
A Standard Invoice reflects labor, travel, material, and freight charges. It does not, however, break down labor and material costs.
Line Item Invoice
A line item invoice shows all charges and may include itemized labor, travel, material, freight, and other costs.
The Invoice Details can show:
Itemized charges with the exact prices
Price mismatch and its reasons
Depending on your client's requirements, you may be asked to break down not only labor and material costs but also travel, other, and freight charges.
Labor Charges
When labor costs are broken down into line items, you see how many employees worked on the service request, their skill levels, hourly rates, time spent to complete the work, and other information.
If you have approved client rates, you can view discrepancies between the agreed and actual rates. Contact your ServiceChannel to enable client rates.
Travel and Freight Charges
When travel charges are itemized, you can see the item description, the price for each unit, and the total travel charges. The same goes for itemized freight charges.
Material Charges
In the Material section, you can see a detailed list of the materials used, including their quantity, price, and part number.
If you have a negotiated price list with your clients, you can view part names and markup % for each material item, and discrepancies between the negotiated price and actual price, negotiated markup % and the actual one. Contact your ServiceChannel manager to enable price lists.
Other Charges
These charges consist of the item description, the price for each unit, and the total amount of the section.
If you have a negotiated price list with your client, you can view the types of items and discrepancies between the negotiated and actual price. Contact your ServiceChannel manager to enable price lists.
Transferred Invoices
A transferred invoice is an approved invoice that has been sent to your client's accounting department for payment. Both Standard and Line Item Invoices can be transferred invoices.
When configured, all approved invoices are combined into one file. This can be done once a day, a week, or a month. The file is then sent to your client's accounting department for payment. All invoices included in that file are transferred invoices.
In Provider Automation, transferred invoices are marked with a special icon that is displayed both on the Invoices List and on the invoice details page. Use the tabs below to see where to look for this icon on the mentioned pages.
Additionally, when you go to the History tab on the invoice details page, you can check the Transfer History details — in particular, the date when this invoice was transferred to the accounting department.