Creating an Invoice

Creating an Invoice

Purpose

  1. To demonstrate how to create an invoice on the First Due Platform.
  2. Invoices can also be created from within an Inspection and from a Permit.  See related Articles.

Related Articles


Video


Directions

1. Click on Invoicing.


Click on Invoicing.



2. Click on Invoice List.


Click on Invoice List.



3. Click on Create Invoice.


Click on Create Invoice.



4. Enter a local reference ID, if needed.


Enter a local reference ID, if needed.



5. Enter a Location Name and select, or see next step.


Enter a Location Name and select, or see next step.



6. Enter an address and select the Occupancy Address.


Enter an address and select the Occupancy Address.



7. If billing address is the same as the Occupancy Address, move or leave the slider to the right.
  1. NOTE: If the Occupancy Record has a billing address listed, it should fill in automatically.

If billing address is the same as the Occupancy Address, move or leave the slider to the right.



8. Move slider to the left when the billing address is different than the Occupancy Address.


Move slider to the left when the billing address is different than the Occupancy Address.



9. Enter a billing address, if appropriate.


Enter a billing address, if appropriate.



10. To Invoice a Vendor, move the slider to the right and select the Vendor from your Vendor Directory.


To Invoice a Vendor, move the slider to the right and select the Vendor from your Vendor Directory.



11. Department contact will be the signed in user, can be changed to other department member.


Department contact will be the signed in user, can be changed to other department member.



12. Update Invoice Contact, if needed.


Update Invoice Contact, if needed.



13. Click on Edit contact if the contact needed to be edited.


Click on Edit contact if the contact needed to be edited.



14. Update information and select apply.


Update information and select apply.



15. Click on Add contact if you need to add a contact.


Click on Add contact if you need to add a contact.



16. Enter information and then select apply.


Enter information and then select apply.



17. Add attachments, if needed.


Add attachments, if needed.



18. Link to Inspection(s) or Permit(s), if needed.


Link to Inspection(s) or Permit(s), if needed.



19. Due date will be 30 days from the Invoice date. Update, if needed.


Due date will be 30 days from the Invoice date. Update, if needed.



20. Click on Add Multiple Line Items to add multiple line items at one time.


Click on Add Multiple Line Items to add multiple line items at one time.



21. To filter the Fee Schedule list, select Categories and Types.


To filter the Fee Schedule list, select Categories and Types.



22. Select line items an needed.


Select line items an needed.



23. Click on Apply.


Click on Apply.



24. Click on Add Line Item to add a single line item.


Click on Add Line Item to add a single line item.



25. Enter text and select.


Enter text and select.



26. Update from Each to Hourly, Quantity, Price, update Service Date if needed, and Notes, if needed. Select the Checkmark to add the Line Item or the X to delete.


Update from Each to Hourly, Quantity, Price, update Service Date if needed, and Notes, if needed. Select the Checkmark to add the Line Item or the X to delete.



27. Add Fee, if appropriate.


Add Fee, if appropriate.



28. Fee can be based upon Invoice Total or Specific Line Items (#1), Percentage Applied to Invoice Total or Specific Line Items (#2), Fee Name (#3), Service Date (#4), calculated fee applied (#5), select Save (#6).
  1. Added fee can be set as a percentage only.
  2. Example Fees: Service Fee, Technology Fee, etc.





29. Added Fee example:






30. Enter text to Search line items.


Enter text to Search line items.



31. Click on Apply Payment to record a payment, if appropriate.


Click on Apply Payment to record a payment, if appropriate.



32. Click on Discount to record a Discount, if Appropriate.


Click on Discount to record a Discount, if Appropriate.



33. Click on Print/Send to send or print the Invoice.






34. Click on Send Email or Print & Mark Mailed.






35. Click on Close.


Click on Close.



36. Click on Save or Close.
  1. System will detect to save if needed and present a modal to confirm by selecting Yes.

Click on Save or Close.



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