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Adding a 3rd Party Invoice

Last updated: Thu, 27 Apr 2017 19:05:03 GMT
iOffice Support

Adding a 3rd Party Invoice

After you create a request, you can edit the request. If you need to add a third-party invoice to your request, perform the following steps:

 

  1. From the iOffice home screen, select Service Request > Request Queue.

 

  1. From the Request Queue, click on the Prod View button of a specific request. The selected request opens.

 

  1. Under the Request Detail tab, click on the No (3rd Party field) link. The Add a 3rd Party Invoice screen opens.

 

3rdpartyinvoice_servicerequest.png

Figure: Add a 3rd Party Invoice Screen

 

  1. In the Service Provider drop-down field, select the appropriate service provider.

 

Note: If you do not have an invoice, click the Save button. 

OPTIONAL

The following fields are optional depending on whether or not you already have an invoice.

 

  1. Click the Has Invoice? checkbox. Additional fields pertaining to the invoice appear.

 

  1. Enter information in the following fields (if available):

          - Invoice Date

          - Invoice Number

          - Date Received

          - Notes

          - Labor

          - Chargeable Parts

          - Other

          - Tax

          - Invoice Total

End Optional Steps

 

  1. Click the Save button to save your invoice information.

 

Note: If you want to clear your entered information, click the Clear button. If you want to discontinue the process, click the Delete button.

 

 

Related Topics

Request Queue

Service Request Home

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