Purpose Statement

This article explains how to add, configure, and use the Invoice Number Table within the Inspections Form Builder in First Due.

The Invoice Number Table allows departments to display invoice numbers associated with an inspection directly on the inspection report, providing a clear and organized reference to related invoices.

Background Information

The Invoice Number Table is a component available within the Inspections Form Builder that displays invoice numbers associated with an inspection.

This component is included in the default inspection report form but can be removed, added back, or repositioned to meet department reporting needs.

Key capabilities include:

• Displaying invoice numbers associated with an inspection.
• Supporting the display of one or multiple invoice numbers.
• Allowing departments to position the table within the inspection report.
• Providing invoice references directly on completed inspection reports.

The Invoice Number Table displays invoice numbers only and does not replace the detailed invoice record.

Required Permissions

Users must have the appropriate permissions to:

• Access the Inspections Module.
• Access the Form Builder.
• Create or edit inspection report forms.

Video

Step-by-Step Guide

Step 1: Access the Inspections Form Builder

1. Navigate to Inspections > Form Builder.

   
    

2. Select Create Form to create a new inspection report form, or select an existing form to edit.

   

Note: The Invoice Number Table is already included in the default inspection report form.

Step 2: Add the Invoice Number Table

1. Within the Form Builder, locate the section where the Invoice Number Table should appear.
2. Click the + icon to add a component.
3. Scroll through the available components and select Invoice Number Table.

4. The Invoice Number Table will be added to the selected location within the form.

   

Note: If the Invoice Number Table was previously removed, it can be added back using the same process.

Step 3: Position and Manage the Invoice Number Table

1. Locate the Invoice Number Table within the form.
2. Use the available movement controls to move the component up or down.
3. Position the table where invoice information should appear on the completed inspection report.

4. If necessary, use the component controls to remove the table or access the available conversion options.

   

Note: The Invoice Number Table can be repositioned to match the department's preferred inspection report layout.

Step 4: Review the Invoice Number Table on a Completed Inspection Report

1. Open a completed inspection that has an associated invoice.
2. View the completed inspection report.
3. Locate the Invoice Number Table within the report.
4. Verify that the associated invoice number or numbers are displayed.

In the example demonstrated in the video, the Invoice Number Table appears directly below the Permit Numbers section and above the Inspection Results section.

Note: The Invoice Number Table displays invoice numbers associated with the inspection. The information shown depends on the invoices linked to that inspection.

Best Practices

• Maintain Consistent Report Layouts: Position the Invoice Number Table in the same location across inspection report forms for consistency.
• Keep Related Information Together: Consider placing the Invoice Number Table near permit information or other inspection-related references.
• Verify Invoice Associations: Ensure invoices are properly associated with the inspection so their numbers can appear on the report.
• Review Completed Reports: Preview or review a completed inspection report to confirm the Invoice Number Table appears in the intended location.