Automatic Invoicing - Formula
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
Video
Instructions
1. Click on Invoicing.
2. Click on Fee Schedule.
3. Click on Create Line Item.
4. Or, click to edit an existing Line Item.
5. Click on Automate.
6. Select "Formula" for Fee Type.
7. Select a placeholder for the fee formula.
8. After selecting the placeholder, it will appear in the Fee Formula field. For this demonstration, I have selected "Number of Common Areas."
9. Enter the formula. For this demonstration, I have multiplied the Number of Common Areas times 50.
- NOTE: When inserting decimal values into a formula, a value has to be to the left of the decimal point.
- The formula will calculate out to hundreds to the left of the decimal point and thousands to the right of the decimal point.
- Example: 000.001
10. The following symbols can be used to create the formula:
11. Click on Criteria.
12. For this demonstration, I have added one criteria, the number of Common Areas has to be greater than or equal to 3 for the Invoice to be automatically created.
Note: Review the Using Time - Invoice Criteria document below for an example on invoicing based upon time.
13. Multiple Criteria can be linked together using the "AND" or "OR" functions.
14. Click on Save.
15. 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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