Invoicing and Invoice Reports for Facility Managers

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ServiceChannel

Modified on

December 19, 2022

For Intermediate Users — Facilities Managers, Regional and District Mangers who want to learn how to create and take action on single or bulk invoices, with multi-level invoicing.

In this class you will learn how service providers create invoices, and then how you as a facility manager can take action on invoices – singularly or in bulk. Also, you will learn how to pull invoice reports. We will also discuss Multi-Level Invoicing (MLI).

By the end of this session participants will learn how to:

  • search for invoices in Invoice Manager
  • use filters to hone in on specific invoices
  • review and navigate invoice details
  • take action on invoices (approve, dispute/on-hold, and reject)
  • work with invoice batches
  • review the MLI process

Learn more in ServiceChannel University: Invoice Guide

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About this Course

Course Code: SA0307

Product: Service Automation Corporate

Offering Type: Pre-recorded Webinar

Duration: approx. 40 min

Skill Level: Intermediate

Target Audience: Facility Managers, Regional Managers, and District Managers