Invoicing

The invoice feature is an essential part of the system in Field Service Management. It enables agents to produce invoices for completed work orders or services.

Create Invoice

When a work order status is Completed, the agent can create invoice by clicking on button.

The field values will be auto captured from the work order. After the invoice is created, it can be viewed/edited by clicking on button.

Invoice Cost Details

The invoice details also include the time spent and billing for parts used to complete the work order.

Edit Invoice Cost Details

To edit the invoice cost details, click on >> from the menu bar.

The items can be edited or deleted from this page.

Add Additional Costs

To add Additional Costs, click on the button.

Click on Save to submit.

Request for Approval

After editing the Invoice and Invoice costs, the invoice can be sent for approval process for further reimbursements.

Click on Request for Approval button to initiate the approvals.

The invoice is now submitted for reviewing.

Download Invoice

To download the invoice, click on Download button in the top left corner to download the generated invoice.

Click on Save and the invoice will be downloaded to your local system.

Notes

The FSM system enables users to contact with the individuals in charge of completing the work order or to provide any additional information. The designated Notes section is where they can enter notes.

Users can quickly access all the emails that the system has sent out by visiting the Notification section of the Work Order.