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.
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).
Related Articles
Automatic Invoicing - Flat Fee
Purpose 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 Automatic Invoicing - Using a Formula Video Instructions 1. Click on Invoicing. 2. Click on ...Getting Started Guide – Invoicing
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 ...Invoicing - Create Line Item
Purpose To demonstrate how to create a Line Item for Invoicing. Related Articles Automated Invoicing - Formula Automated Invoicing - Flat Fee Video Instructions 1. Click on Invoicing. 2. Click on Fee Schedule. 3. Click on Create Line Item. 4. Select ...Navigating the Invoicing Fee Schedule
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 ...Permits / Invoicing / Investigations 101 - 2 May 2024
First Due Academy: Permits / Invoicing / Investigations 101 This training session focuses on the features and functionality within the First Due Permits, Invoicing, and Investigations modules. In 101 level sessions we review fundamental module ...