Requiring Resolution Text on Invoices

    When a service provider completes a work order and is ready to invoice, knowing how the issue was resolved is useful information. Resolution information may also be important to gather in eInvoicing files so there are no errors during the upload.

    In Service Automation, you may require service providers to describe the resolution before submitting invoices.

    Require Resolution Text

    Note: We recommend communicating with your facility operations team and service providers of your decision to require resolution text. For service providers who use the invoice template or XML integration, missing resolution text will result in an upload error. For eInvoicing, you will also receive upload errors when the resolution text is missing.

    How to turn on require resolution text on invoices:

    Note: Turning on Require Resolution Text enables all service providers for all trades to enter resolution text for all invoices.
    1. Under Invoices > General, locate the Invoice Resolution Text section.
    2. Check the Require Resolution Text box.
    3. Click Save. A green bar appears, confirming your selection. (See “Resolution Text on Invoices,” below.)

    Resolution Text on Invoices

    When the service provider creates the invoice the invoice text box will display Describe problem resolution - required. The service provider will not be able to save the invoice without providing a resolution.

    Required Resolution on Invoice

    Turning off Require Resolution Text

    When turning this feature off, service providers are no longer required to enter resolution text on invoices.

    How to turn off Require Resolution Text on invoices:

    1. Under Invoices > General, locate the Invoice Resolution Text section.
    2. Uncheck the Require Resolution Text box.
    3. Click Save. A green bar appears, confirming your selection.