Create Invoice When Recording an Inspection
Purpose
- To demonstrate how to create an Invoice while a user is recording the results of an Inspection.
Video
Instructions
1. Click on Inspections. Note: These next few steps will review the setting necessary to allow a user to generate an Invoice while recording an Inspection.
2. Click on Inspection Types.
3. Click on Billing.
4. Click on Yes to allow Inspector's to issue an Invoice from within the Inspection Record.
5. Click on Close and save the change(s).
6. Navigate to the Inspections List and access the Inspection needing an Invoice.
7. Click on Invoices in the Inspection Record.
8. Click on Add New.
9. Edit data in the Invoice header, if necessary.
10. Select Inspection Fee from Category (required).
11. Select correct Line Item Type.
12. Click on Add Line Item. Note that the Add Multiple Line Items option can be used as well.
13. Enter text to find the correct Line Item and select it.
14. Select the correct Unit.
15. Enter quantity and price, if applicable and necessary.
16. Enter notes if desired.
17. Click on Save.
18. Click on Print/Send as per agency practice's.
19. Click on Close and then "Yes" to save changes. The user will be redirected back to the Inspection Record. The Invoice will be automatically linked to the Inspection.
20. Click on Options.
21. Click on Edit to view the linked Invoice.
22. Click on Save.
23. Note the Invoice details will be viewed in the Invoice Section of the Inspection Record.
24. Complete your Inspection Record and then click on Close and save the Record.
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