This is an old revision of the document!
Table of Contents
Invoice Generation
The Invoice Generation screen can be used to generate Call or Contract Invoices within Call2Field. The type of Invoice you wish to generate is controlled by a toggle at the top of the screen. This will also change the fields present on the screen to give you options relevant to your Invoice Type.
Call Invoices
To Invoice multiple Calls, mark them as Invoice Ready and save them, then once you’re ready open the Invoice Generation screen under the Invoicing module.
On this page, make sure you’ve selected ‘Call’ to generate Call Invoices. Choose the date you wish to Invoice up to, and optionally the date you wish to show on the Invoices. The ‘Counts’ section below will show you how many Calls are expected to be Invoiced. Click Generate when you are ready.
Insert Image Here
Invoicing Contracts
To generate Contract Invoices, on the Generate Invoices page click the Contract option. On this screen you can specify the date range, and then click Generate Invoices once ready.
Insert Image Here
Invoicing Individual Calls
To invoice an individual Call, make sure that the call is completed and has all of the information on the Field Report/Lines that you wish to invoice, and then change the Call Status from “COMP” to “INVOICE READY”.
Once you’ve done this, you’ll see an Invoice Controls section appear which give you options to Create, Preview or Email the Invoice. Click Save at this stage if you wish to leave the Call as Invoice Ready, or go ahead and click Create to generate the Invoice.
Insert Image Here
You can then change the Invoice Created date if you need to, but just click Yes to create the Invoice when you’re ready.
Insert Image Here
After this, the Call will display the Invoice details.
Insert image Here