Automatic Invoicing from Custom Permit Questions

Automatic Invoicing from Custom Permit Questions

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to automatically create an Invoice from Numeric responses in Permit Custom Data fields.
  2. Automatic Invoicing can only be created when an Inspection is Completed.

Related Article

Video


Instructions

Alert
NOTE: This setting must be enabled in Inspection Setup > System Options:


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Permit Numeric Custom Data Fields
1. Create or Edit Permit Type.


Create or Edit Permit Type.



2. Click on Custom Data Fields.


Click on Custom Data Fields.



3. Example 1 is a numeric value for the Permit Custom Data Field.


Example 1 is a numeric value for the Permit Custom Data Field.



4. Example 2 is a Single Select Permit Custom Data Field with range values.



Example 2 is a Single Select Permit Custom Data Field with range values.



5. Select Save when done.


Select Save when done.

Fee Schedule Setup

Example #1 - Fee for Numeric Value

You may need to create Multiple Fee Schedules if there are different Fees depending on the numeric value entered. In this example, the fee is for 150 pounds or less of aerosols stored.

1. Create or edit a line Item.


Create or edit a line Item.



2. Select or create a new Billable Category.


Select or create a new Billable Category.



3. Select or Create a new Type.


Select or Create a new Type.



4. Enter the name of the line item.


Enter the name of the line item.



5. Click on Unit - Select Each.


Click on Unit - Select Each.



6. Toggle on Automate and select Complete an Inspection.


Toggle on Automate and select Complete an Inspection.



7. Select Flat for the Fee Type.


Flat for the Fee Type.



8. Enter the Fee.


Enter the Fee (required)



9. Click on Criteria.


Click on Criteria



10. Select Permit Types, the "in" and your Permit Type name.






11. Add a second Criteria with and "And" operator between the criteria select the Fee Schedule Item, set to less or equal to 150.






12. Click on Save.


Click on Save



Example #2 - Fee for a range of values using a Single Select Custom Data Field.


1. Select or Create a new Billable Category.







2. Select or Create a new Type.


Select or Create a new Type.



3. Enter the name of the Line Item.


Enter the name of the Line Item.



4. Click on Unit - Select Each.


Click on Unit - Select Each.



5. Toggle on Automate and select Complete an Inspection.


Toggle on Automate and select Complete an Inspection.



6. Select Flat for the Fee Type.






7. Enter the Fee.


Enter the Fee.



8. Click on Criteria.


Click on Criteria.



9. Select Permit Types, the "in" and your Permit Type name.






10. Click on "+" to add a criteria.






11. Add a second Criteria, select in, and then set to the single select Custom Field Type Created and select the correct answer for the fee type.


Add a second Criteria, select in, and then set to the single select Custom Field Type Created and select the correct answer for the fee type.























12. Click on Save.


Click on Save.



Demonstration of the automatic Invoice based upon the Permit Custom Data Field and Fee Schedule:

1. Click on Permits when recording your Inspection.


Click on Permits when recording your Inspection.



2. Click on New Permit.


Click on New Permit.



3. Select the correct Permit Type and enter notes if needed.


Select the correct Permit Type and enter notes if needed.



4. Click on Save.


Click on Save.



5. You will be automatically redirected to the Permit. Click on Custom Data Fields.


You will be automatically redirected to the Permit. Click on Custom Data Fields



6. For this demonstration, we'll use the Numeric Custom Data Field and enter a value.


For this demonstration, we'll use the Numeric Custom Data Field and enter a value.



7. Complete all needed items for the Permit and then Click on Approved.


Complete all needed items for the Permit and then Click on Approved.



8. Verify the Permit details and then Click on Submit.


Verify the Permit details and then Click on Submit.



9. Click on Close and the user will be redirected to the Inspection.


Click on Close and the user will be redirected to the Inspection.



10. Click on Signatures.


Click on Signatures.



11. Complete Signature requirements.


Complete Signature requirements.



12. Click on Complete to Complete the Inspection.


Click on Complete to Complete the INspection.



13. Click on Invoices.


Click on Invoices.



14. Note the Invoice that weas created.


Note the Invoice that weas created.



15. Line item from value entered in the Permit Custom Data Field.


Line item from value entered in the Permit Custom Data Field.


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