4. Or, click on Edit to edit an existing Line Item.
5. Click on Automate to enable the creation of Automatic Invoices. For this demonstration, we'll review the use of a flat fee.
6. Click on Criteria.
7. Enter the needed criteria. For this demonstration, the first criteria will require the Occupancy to be an Assembly Occupancy.
8. Note that additional criteria can be added with either an "And" or "Or" operator between them.
9. For this example, the second criteria will require the Occupancy to be greater or equal to 3000 Square Feet. Note the "And" operator.
10. For this example, the third criteria will require the Occupancy to be less or equal to 6999 Square Feet. Note the additional "And" operator. This set-up will require all three criteria to be present to automatically create the invoice.
11. Click on Save.
12. When Inspection completed the Invoice is Automatically created (#1). View by selecting Linked Invoice (#2) or Select invoices (#3). Invoice can be viewed, edited, deleted, open details, or unlinked (#4).
Purpose The purpose of this Knowledge Base Article is to demonstrate how to import a fee schedule. Video Instructions 1. Click on Invoicing. 2. Click on Fee Schedule. 3. Click on Import Fee Schedule. 4. Click on Download sample spreadsheet. 5. Sample ...
Purpose To demonstrate the navigation and features of the Fee Schedule List. Video Instructions 1. Click on Invoicing. 2. Click on Fee Schedule. 3. Select or enter appropriate Search Criteria. 4. Click on search to search/filter by the criteria ...
Purpose To demonstrate how to set-up your system to automatically generate an invoice when an Inspection is Completed for a formula based fee. Related Article Auto Invoices - Flat Fee Video Instructions 1. Click on Invoicing. 2. Click on Fee ...
Purpose The purpose of this Knowledge Base Article is to demonstrate how to create an invoice line item based on the occupancy data (e.g., Total billable area) without using Automatic invoices. Video Instructions 1. Navigate to Invoicing and then Fee ...
Getting Started Guide – Invoicing – Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. Helpful articles for ...