Invoicing Setup

Invoicing Setup

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to setup Invoicing for your Agency.

Related Article

Video



Instructions


1. Navigate to to the Invoicing Module.





2. Select Invoice Setup.






3. Enter any Notes that you need.






4. Select the Email section.


Select the Email tab.



5. Outgoing Email Address - Option #1:
  1. Use the Default Email (invoice@firstduesizeup.com).





6. Outgoing Email Address - Option #2, Step 1:
  1. Select Use specified agency email address and enter the email address to use. See the Related Article "Inspection Type Part 4 – Email" Step 9.
    1. Entering the Token Names and Values for an Inspection Type will allow you to use the same agency email address domain as the outgoing email address for Invoices.






7. Outgoing Email Address - Option #3:
  1. Use Custom Sender Name (No-Reply is default, change to what you need).
  2. See example below.








8. Toggle on to have an option to CC the Invoice to the signed in user:






9. Enter default recipient(s) for outgoing Invoice Reports.  Email addresses outside of your agency personnel can be added.
  1. Check CC Me to always include the signed in user as a default recipient.





10. Enter text for the email message body.  Use the formatting tools to format your text.







11. Next, select the Form tab.
  1. Select Logo + Text or Header as image
  2. Upload Image
  3. Toggle on to show the Occupancy ID on the Invoice.
  4. Enter and Format Text for the Title Block.
  5. Enter and format text for Agency Specific Information to be printed on the Invoice.
  6. Select Appropriate Department Contact Information.





12. Select System Options to toggle on to make a unique 9-diget Reference ID, if needed.






13. Select Save when done.



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