Getting Started with Completing the Line Item Invoice Template
- Anastasia Medovkina (Deactivated)
This is the first step of completing the line item invoice. Here you enter the information on the template, user credentials, invoice details, and work order tracking number.
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- Open Invoices tab.
- Click the Download/Upload button.
- Choose Upload Invoice Template from the dropdown menu. The Upload Your Invoice Template overlay appears.
- Download the I.14 template if the work order is to be completed in the US or Canada, or download the I.15 if the work order is outside the US or Canada.
- Open the downloaded MS Excel file.
- Enter Template Version #. The invoice template version, for example, I.14 or I.15. “I” is a letter, not a number.
Enter the User ID and PIN of the person who creates an invoice. You can find this information in Menu > Admin > User Management.
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The Template Version #, User ID, and PIN are the required fields and they should always be the same for a single invoice or a bunch of invoices you are creating at a time. This information must be copied down every row that contains invoice information.
There should be no blank rows between the invoices.
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- Enter the unique Invoice number. You should use each invoice number once.
Enter the Invoice Date. The invoice date is in the MM/DD/YYYY format, for example, 03/25/2015.
International currencies, date formats, and metrics are available in the I.17 Template for outside of US and Canada.
- Enter the Tracking Number. It is the work order tracking number given by ServiceChannel. There can only be one invoice per work order.
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- Once you enter the data, copy and paste it into the other rows.
- Enter the labor, travel, material, freight, and other charges. See Charges in the Line Item Invoice Template.
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