Purpose Statement
This article explains how to enable or disable billing functionality for specific inspection types in First Due. When billing is enabled for an inspection type, users can create and manage invoices directly within inspections associated with that type.
Background Information
Inspection type billing settings determine whether invoicing tools are available during the inspection workflow. By default, billing is disabled for all inspection types. Administrators must manually enable billing for each inspection type where invoicing is required.
Common use cases include:
- Fire inspection billing
- Permit-related inspection fees
- Re-inspection charges
- Department cost recovery workflows
Enabling billing allows users to:
- Access the Invoices section during inspections
- Create new invoices directly from inspections
- Manage inspection-related billing workflows
Required Permissions
Users will typically require permissions related to:
- Inspection Types configuration access
- Inspections module administration
- Billing or invoicing management permissions
Recommended user roles:
- Administrator
- Fire Prevention Manager
- Inspection Supervisor
Video
Step-by-Step Guide
Enable Billing for an Inspection Type
- Navigate to Inspections.
- Select Inspection Types.
- Open the inspection type you want to configure.
- Select the Billing section.
- Locate the billing toggle or option.
- Change the setting from No to Yes.
- Save the inspection type configuration.
Verify Billing Access During an Inspection
- Open an inspection associated with an inspection type that has billing disabled.
- Review the left-side navigation panel.
- Confirm that the Invoices option is not displayed.
Confirm Billing is Enabled
- Open an inspection associated with an inspection type that has billing enabled.
- Review the left-side navigation panel.
- Confirm that the Invoices option is now visible.
- Select Invoices to create or manage invoices.
Best Practices
- Only enable billing for inspection types that require invoicing workflows.
- Review billing settings during new inspection type creation.
- Test invoicing visibility after enabling billing to confirm proper configuration.
- Ensure users responsible for invoicing have the appropriate permissions assigned.
Troubleshooting & FAQs
Why is the Invoices option not appearing during an inspection?
Verify that billing is enabled for the associated inspection type. Billing defaults to No for all new inspection types.
Do I need to enable billing for every inspection type individually?
Yes. Billing settings are configured separately for each inspection type.
Can billing be disabled after it has been enabled?
Yes. Administrators can return to the inspection type configuration and change the billing setting back to No.
Does enabling billing automatically create invoices?
No. Enabling billing only provides access to the invoicing functionality during inspections.