Invoice Item Builder
Prerequisites
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To use the Invoice Item Builder, you need the following licenses:
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To use the Invoice Item Builder, you must:
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To use the Invoice Item Builder, you need:
Basics
The Invoice Item Builder is an invoice management tool in FieldFX Back Office.
Use the Invoice Item Builder to:
Getting There
Open an invoice in FieldFX Back Office and click Invoice Item Builder.
You must switch to Salesforce Classic to use the Invoice Item Builder. |
Invoice Details
The Invoice Details section displays basic invoice information.
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Search Filters
Use the Search Filters to filter the invoice items shown in the Item grid.
The Search option can be hidden with FX Settings and may not available. |
Item Grid
Basics
The Item grid displays the invoice items on the invoice.
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Use the Item grid to add, edit, or delete invoice items.
Parent & Child Items
Child items display indented under their parent item.
The ability to select children can be hidden with FX Settings and may not available. |
Bulk Update
Use the Bulk Update feature to edit multiple invoice items at once.
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To use this feature, select invoice items and click Bulk Update underneath the Item grid.
The Bulk Update button can be hidden with FX Settings and may not available. |
Item Picker
Basics
Use the Item picker to:
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Add ticket items to an invoice.
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Add price book items to an invoice.
To open the Item picker, click Expand on the right side of the page.
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The Item Picker can be hidden with FX Settings and may not available. |
Available Items Mode
Basics
Use Available Items mode to:
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Add ticket items to an invoice.
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Add price book items to an invoice.
To switch to this mode, click Available Items on the Item picker.
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Available Tickets Tab
Use the Available Tickets tab to add ticket items to an invoice.
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You can add ticket items from any ticket on the customer’s jobs.
Price Book Items Tab
Use the Price Book Items tab to add price book items to an invoice.
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You can add price book items from any price book to the invoice.
Selected Tickets Mode
Basics
Use Selected Tickets mode to:
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Compare invoiced items to ticketed items
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Add unvoiced ticket items to an invoice
To switch to this mode, click Selected Tickets on the Item picker.
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Selected Tickets
The Selected Tickets section displays the ticket items on an invoice.
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A checkbox displays next to uninvoiced ticket items. Select an uninvoiced item and click Add Selected to add it to the invoice. |
Step-by-Step Guides
Opening the Invoice Item Builder
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Open the Invoices tab
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Open an invoice
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Click Invoice Item Builder
Adding Ticket Items to an Invoice
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Open the Invoice Item Builder
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Click Expand on the right side of the page
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Click Available Items on the Item picker
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Open the Available Tickets tab
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Select filters to locate the ticket items
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Click Search
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Select the ticket items to invoice
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displays next to ticket items already on the invoice. -
Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Available Items picker
Adding Price Book Items to an Invoice
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Open the Invoice Item Builder
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Click Expand on the right side of the page
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Click Available Items on the Item picker
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Open the Available Tickets tab
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Select filters to locate the price book items
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Click Search
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Select the price book items to add
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Available Items picker
Adding Child Invoice Items
Prerequisite
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Open the Invoice Item Builder
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Move down to the Item grid
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Select Add Child Items next to a dynamic parent item
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Select child items
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Click Add Selected
The child items display indented under their parent item.
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Click Close on the left side of the Available Items picker
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Click Add Child Items
Add Child Items mode is now disabled.
Editing an Invoice Item
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Open the Invoice Item Builder
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Move down to the Item grid
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Click the arrow next to the item
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Click Edit
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Make edits
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Save
Editing Multiple Invoice Items
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Open the Invoice Item Builder
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Move down to the Item grid
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Select items
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Click Bulk Update
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Make edits on the Updated Selected Items panel
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Update
Recommended Reading
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Learn how to set up the Invoice Item Builder
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Learn how to set up the FX Settings used to customize the Invoice Item Builder functions.
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FX Invoicing Minimum Permissions
Learn the minimum permissions required to use the Invoice Item Builder.