About Invoice Details
By clicking the invoice number on the Invoices List, you can access the invoice detailed view. On an invoice, you may see the following information:
Details of the invoice, including the invoice number, posted date, remit-to address, and invoice status (Open, Reviewed, Approved, Disputed, Rejected, On Hold, Paid).
When creating invoices, you and your client can reuse invoice numbers associated with Rejected invoices.
Contact your ServiceChannel manager to enable the feature.
Details of the work order, including the tracking / work order / purchase order numbers, NTE amount, problem description, name of the person who placed the original request, date the work was completed, and location where the work was completed.
Additional information on location notes, trade details, and invoice text.
Labor, travel, material, and other amounts, either in total amounts or itemized.
History tab. Invoice approval, proposal, error and exclusion, transfer, and payment history.
Attachments tab. Files attached to the invoice.
Linked Work Orders tab. Work orders linked to the current invoiced work order.
Related Invoices tab. Information about all invoices related to the work order.
Contact your ServiceChannel manager to enable the Related Invoices tab.
Invoice Charges
Under the Charges tab, you can find all invoice costs. A Standard Invoice reflects labor, travel, material, and freight charges. It does not, however, break down labor and material costs.
A line item invoice shows all charges and may include itemized labor, travel, material, freight, and other costs.
Learn more about invoice types.
Invoice Attachments
You can view documents, images, and other files attached to the invoice. They may include receipts, contracts, warranty documents, original invoice copies, and other relevant information.
When you need to have a digital copy of the original invoice to meet your local requirements, we recommend using the invoice digital copy feature of ServiceChannel. With the feature, you can attach copies of the original document to the ServiceChannel invoice and mark them as digital copies. For more information, read About Digital Invoice Copy.
Related Invoices
The tab reflects all previous invoices linked to the same work order, including the rejected ones.
Contact your ServiceChannel manager to enable the tab.
Under this tab, you can view:
Invoice number. You can click the invoice number to view the detailed invoice information.
Invoice Creation Date
Invoice Status
Comment
Last Updated Date
MLI User Level. For invoices, where multiple level users act on, MLI The column will be displayed. It shows the level of the user who acted on the invoice on your client’s side.
Last Updated By
Note that Void invoices are not shown under the Related Invoices tab, as they are considered deleted.
When creating invoices, you and your provider can reuse invoice numbers associated with Rejected invoices.
Contact your ServiceChannel manager to enable the feature.
Mismatch and Reasons for Mismatch
You may notice the Warning icon next to one of the sections: labor, material, and other charges. It indicates that the invoice went through validation, and there are discrepancies between the agreed and actual prices for labor, material, or other charges, the agreed markup % and the actual one. Next to them, you may also see the reasons for the price mismatch.
Before mismatches appear on the Invoice Details page, you can see them while completing an invoice and entering higher or lower prices. The validation depends on whether you have the agreed client rates or/and negotiated price lists with your client. You can check the agreed prices and rates list in the Client Rates section of the Invoice Details page.
For more information about validation, read Invoicing for Clients with Rates Mismatch Turned On.