Automatic Invoicing - Flat Fee

Automatic Invoicing - Flat Fee

Purpose

  1. To demonstrate how to set-up your system to automatically generate an invoice when an Inspection is Completed for a flat fee schedule.

Related Article

Video


Instructions

1. Click on Invoicing.

Click on Invoicing



2. Click on Fee Schedule.


Click on Fee Schedule



3. Click on Create Line Item.


Click on Create Line Item



4. Or, click on Edit to edit an existing Line Item.


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.


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.


Click on Criteria



7. Enter the needed criteria. For this demonstration, the first criteria will require the Occupancy to be an Assembly Occupancy.


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.


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).

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