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Add Third-Party Invoices to a Service Request

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The invoice from third-party vendors can be added directly from the service request ticket. 

The Service Request preference called Allow 3rd Party Invoicing must be enabled, see Edit Service Request Preferences.

  1. Navigate to Service Request > Request Queue.
  2. Select the appropriate center or location from the drop-down menu. 

The Request Queue displays.

  1. For the request you want to add the invoice to, click the Edit link under the Actions column. 

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The Service Provider dialog displays.

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  1. From the Service Provider drop-down, select a provider.
  2. Check the Has Invoice? checkbox. The invoice fields display.

If you realize that there is no invoice then leave this uncheck and click the Save button.

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  1. Complete the following:
  • Invoice Date
  • Invoice Number
  • Date Received
  • Notes
  • Labor
  • Chargeable Parts
  • Other
  • Tax
  • Invoice Total
  1. Click the Save button.
  2. If you have another invoice then repeat steps 6 to 7.
  3. When you have finished then click the X icon to close the dialog.