Creating, Sending and Processing an Invoice

This article is for Creating, Sending, and Processing and Invoice

Step 1:

  • From the client/property  "Services" tab (1)
  • Click on the generate invoice icon (2)

Creating_invoices.png

 

Step 2:

  • Invoice Details screen will display
  • Fill in all areas highlighted in red and click Next

Creating_invoices_2.png

 

Step 3:

  • The invoice items will show up in the upper grid,  Depending on the type of inspection/service performed, different tabs will show up
    • Service Fixed Price per Item will have Deficiencies and Miscellaneous tabs
    • Service Fixed Price per Job will have no items to add
    • Standard Service will have the ones seen in the image above

Step 6:

  • Select the template you would like to use for the Invoice Report (They may not be the same as what you see here)

Creating_invoices_3.png

 

Step 7:

  • From here you can maximize, minimize, view full screen, download and print the report, click Save

Creating_invoices_4.png

 

Step 9:

  • Navigate to Invoices tab
  • Click on the thumbs up icon to approve the invoice

Creating_invoices_5.png

 

Step 10:

  • Click Yes to approve the invoice

Step 11:

  • Click on Generate Report

Step 12:

  • Select the Report you would like to see. (These may be different than what you see here)

Creating_invoices_6.png

 

Step 13:

  • This is the report in preview mode
  • From here you can edit the document by clicking Edit in the bottom of the file. 
  • Click on Preview when you have completed your editing
  • Click on the thumbs up and approve the invoice 

Step 14:

  • From here you can maximize, minimize, view full screen, download and print the report, click Save

Creating_invoices_6.png_7.png

 

Step 15:

  • From here click on View Reports

Creating_invoices_8.png

 

Step 16:

  • These icons will allow you to view the invoice, regenerate, email  or add a document
  • Click on the email icon
  •  

Step 17:

  • Enter an email address, (if one doesn't come up), check the Mark as billed box, and hit Send
    • YOU WILL NOT BE ABLE TO ADD A PAYMENT IF YOU DO NOT MARK AS BILLED

Creating_invoices_9.png

 

 

 

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