Once the technician has resolved the reported issues from the call and completed the call in the Field user view, the call moves to the “Ready for Invoice” status. You can now send the invoice to the customer.
Create invoice
To create the invoice, navigate to the details view of the completed call. Click “Create Invoice” in the top-right corner. This will open a modal.
Do the following in the modal:
Set the billing and due dates and edit the tax rate and truck roll fees if needed.
Include a message for the customer and optionally apply this message to all future invoices.
If a payment integration is enabled, it will populate here. Select it to allow the customer to make a payment for the service.
Click “Create” to create the invoice.
Once the invoice is created for a call, Cloud locks all the editing capabilities for the call, and you will not be able to make changes in the call log.
If you need to revise the invoice, check out this article.
Invoice details
In the invoice, the billing date, due date, and message are editable; other details are read-only. The invoice will have the following details:
The name of the technician.
The original issue that was reported when the call was logged.
The actual issue, action taken, and next steps, as reported by the technician.
Products repaired, replaced, or newly installed at the site.
Labor type, labor hours, and the associated labor charges.
A breakup of the product, labor, tax, and truck roll fee.
Share invoice
Up at the top-right corner of the invoice, you will see the icons to download a PDF of the invoice, present it over a desktop-sharing application or in person, or share it electronically.
You will see 3 options under the "Share" icon.
Here, you can share the invoice via email.
Link
Here, you can share the invoice via email and also send unique URLs of the invoice to the recipients. This is helpful to track invoice views.
Analytics
Here, you can see who all viewed the invoice. You can also resend the email, revoke or grant access, or remove the recipient from the accessors list.
Invoice sharing is similar to the Proposal sharing experience. If you want more details about the sharing options, check out this collection of articles.