Purpose Statement

The Invoice Table component allows departments to display invoice information directly on permit documents using the Permits Form Builder. This feature provides a clear and organized way to present invoices associated with a permit, including invoice numbers, payment statuses, dates, totals, and outstanding balances.

Background Information

The Invoice Table is a component within the Permits Form Builder that automatically displays information from invoices associated with a permit.

Departments can add the Invoice Table to new or existing permit forms and position it where the information should appear on the completed document.

The Invoice Table displays the following information:

• Invoice Number: Identifies the invoice associated with the permit.
• Payment Status: Displays the current payment status of the invoice.
• Other Status: Displays additional invoice status information, when applicable.
• Date: Displays the invoice date.
• Total: Displays the total invoice amount.
• Balance: Displays the remaining balance associated with the invoice.

This component helps departments provide permit holders with relevant billing information directly on their permit documents.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Permits module.

• Access to the Permits Module.
• Permission to create or edit forms within the Permits Form Builder.

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Step-by-Step Guide

Step 1: Access the Permits Form Builder

1. Navigate to Permits > Form Builder.

   
    

2. Select Add New Form to create a form, or select an existing form to edit.

   

Step 2: Add the Invoice Table

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

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

   

Step 3: Adjust the Invoice Table

Once the Invoice Table has been added, several options are available for managing the component.

1. Convert: Use the available conversion options to change the component type, if needed.
2. Move: Use the movement controls to reposition the Invoice Table up or down within the form.
3. Delete: Double-click the delete option to remove the Invoice Table from the form.

Note: The movement controls allow users to reposition the Invoice Table without deleting and recreating the component.

Step 4: Save the Form

1. Review the placement of the Invoice Table within the permit form.

2. Click Save to retain the changes.

   

Step 5: View the Invoice Table on a Permit

1. Navigate to Permits and open an existing permit.
2. Locate the form associated with the permit.
3. Open the completed permit document containing the Invoice Table.
4. Review the invoice information displayed in the table, including:
   • Invoice Number
   • Payment Status
   • Other Status
   • Date
   • Total

   • Balance

     

The Invoice Table displays the available invoice information associated with the permit.

Best Practices

• Place the Invoice Table Appropriately: Position the component where permit holders can easily locate billing information.
• Use Consistent Form Layouts: Maintain consistent placement of invoice information across permit forms.
• Verify Associated Invoices: Confirm that the appropriate invoices are associated with the permit.
• Review the Completed Document: Preview the permit document to ensure invoice information displays correctly.
• Save Changes: Always save the form after adding, moving, or modifying the Invoice Table.

Troubleshooting & FAQs

Q: Why is the Invoice Table not appearing on my permit document?

A: Verify that the Invoice Table has been added to the correct form within the Permits Form Builder. Confirm that the form was saved and is the form being used for the permit document.

Q: Why is the Invoice Table not displaying any invoice information?

A: Confirm that invoices have been created and associated with the permit. The Invoice Table displays information from invoices linked to the permit.

Q: Can I change the location of the Invoice Table after adding it?

A: Yes. Use the movement controls within the Form Builder to move the Invoice Table up or down without deleting and recreating the component.

Q: Can I add the Invoice Table to an existing permit form?

A: Yes. Open the existing form in the Permits Form Builder, add the Invoice Table in the desired location, and save the changes.

Q: What invoice information is displayed in the Invoice Table?

A: The Invoice Table displays the Invoice Number, Payment Status, Other Status, Date, Total, and Balance for invoices associated with the permit.

Q: Can I remove the Invoice Table from a form?

A: Yes. Select the Invoice Table component and double-click the delete option to remove it. Save the form to retain the changes.