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Invoice Signature

The Signature tab on the Ticket Detail screen allows a locator to electronically collect a signature for a service invoice, in the field using a pen-based Tablet PC.

Note: Users must have the "TICKET.SIGNATURE" right to view the Signature tab.

There are two panes on the Signature tab: the Invoice Detail, and Signature panes.

The Signature tab is shown below:

Click to enlarge Click to enlarge

Invoice Detail Pane

The Invoice Detail pane displays a copy of the service invoice that the signature applies to.

Signature

The Signature pane is used to collect the signature for the service invoice.

The Signature pane contains the following fields:

  • Signature Box
  • Name*
  • Title*
  • Company*
  • Date
  • Unable to Get Signature - If the requirement level is set to "Required (Allow Override)", check this box to override the signature requirement.

Collecting A Service Invoice Signature

Follow these steps to collect a service invoice signature:

  1. Have the company representative sign in the Signature box.
  2. Enter the correct information for the Name, Title, and Company fields.
  3. Press the Accept button.
  4. Enter a Start Date/Time and End Date/Time on the main Ticket Detail screen.
  5. Press the Save Button.

After the Save button is pressed, the signed invoice is attached to the ticket with the filename "ServiceInvoice.pdf". The signed invoice is uploaded via the Upload Attachments feature on the Sync screen, similar to other attachments.

The name of the locator who collected the signature is printed on the invoice.

Contacts «

» Service Invoice / Receipt