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Invoicing on fmPilot 2

  

1st: Use Google Chrome & login to fmPilot2.com

2nd: Under Vendor Directory, under Clients, click the Client name you need to invoice for

 

3rd: Click on or Search the work order number you want to work on

 

 

Step 1: To invoice your work order must be in  PVINV- Pending Vendor Invoice 

 

Step 2: Click on the “Finance” tab then click Add  OR the Amount next to the word “Invoice”.

 

 

 

 Step 3: Enter Your Invoice Number #
 *your invoice number can only be numbers or letters no special characters will be accepted.*

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Step 4: Add Sales Tax
If there is applicable sales tax, it must be entered in the “UST or (GST, PST, HST)” field on the “Invoice” screen.

Note: Do not use the drop-down tax option under the “Details” section.

 

 

Step 5: Add Description of Work Performed
All clients require a description of the services performed. Don't use more than 256 characters( 2 paragraphs) to describe the work.

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If for some reason the job requires additional details please put “See Attached Form for Description” in this field and attach that supporting document to the work order.

 

 

Step 6: Enter invoice items - Labor/Materials/Etc. 

Click the “Details” drop-down option, and then make a selection from the Menu then Click “Add Item” . Keep repeating this step until you reach the correct invoice total.

 NOTE: Please make sure you break down all your line items, e.g. labor, materials, and trip charge. Failure to do so may result in rejected invoices 

 

 

 

Step 7: Click The Black Floppy disk to Save

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Step 8: Add Attachments 

 

To attach a file you will click on the paper clip in the upper right-hand side on it.

                                                       

Many clients require that an attachment (usually a manager sign-off and or store stamp) must be on the Work Order in order to submit the invoice.

 You Have 2 option on how to upload a file by choosing a file to upload or drag and drop the file from your computer:

Note: at this time you are not able to delete documents once uploaded email training4@cbre.com to have that item deleted.

Note: Each File can now be up to 5MB a piece in size and the name of the file MUST be 30 characters or less

 

 Submit Your Invoice!

 Click on the  “Actions” dropdown list and Click Submit Invoice.

 

Once submitted the status will update to Pending Client Invoice Approval, Pending Work Verification or Pending Invoice Exception Approval.

 

If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.

 

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