Bulk Permit Renewals for Renewal with Auto - Invoice Generation
Purpose
- To provide instruction on how to bulk renew Permits with Auto - Invoice Generation
Video
Instructions
1. Click on the Permits module.
2. Click on Permits.
3. Check the Permits to be renewed.
- Only automatic permits can be approved
4. The Permits must be a Renewable Workflow.
5. Only Permits in a these statuses will be able to be renewed.
- Active
- Expired
- Approved
- Renewal Rejected
6. Click on Bulk Actions.
7. Click on Submit for Renewal.
8. Submit Permits for Renewal will populate.
9. Click on Create Invoice to have an invoice created.
10. Click on Email Invoice to email the invoice to the Permit Contact.
11. Click on Submit.
12. Click on Continue if this is the correct action or Cancel to abort.
13. The Permits will now show Active - Renewal Submitted in the Status column, or the Status will show Active - Resubmitted if the previous Status was Renewal Rejected.
14. If there are permits that need to be addressed for any reason a Notice will pop up.
- These particular permits are missing previous invoices and have an incorrect status.
15. Click on Download Excel to download a list of the permits and a validation report.
16. Here is an example of the Excel Spreadsheet Validation Report.
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