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.

To Invoice Calls, they first need to be marked as Invoice Ready (which is done on the Call screen). On the Invoice Generation screen, by selecting the Call toggle, you can then enter a date to generate Invoices up to. This will filter to only pick up Calls completed up to your chosen date, and marked as Invoice Ready.

You can set the date to be shown on the Invoice, or leave this blank and todays date will be used.

The Counts section will show you how many Invoices need to be generated in total, how many are within your range, and how many within your range have no Invoicable lines against them.

Click Generate Invoices to create the Invoice files. You can also click Preview Invoices to view these before generating.

A popup will appear to tell you how many have been generated.

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.

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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.

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You can then change the Invoice Created date if you need to, but just click Yes to create the Invoice when you’re ready.

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After this, the Call will display the Invoice details.

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