Exclamation Point (!) on Invoice List
Purpose
- The purpose of this Knowledge Base Article is to explain the significance of the Exclamation Point on the Invoice List and how to remove it.
Video
Instructions
1. Click on Invoicing.
2. Then on Invoice List.
3. Note the exclamation point next the the address.
- The exclamation point is a visual indicator that pre-planning data like a billing address or an Invoice Contact has been updated.
4. Click on edit to edit the invoice.
5. A dialog window will open and list the changes to the Pre-Plan Data and/or Invoice Contact.
6. Option #1: Click on Update Invoice to update the Location Name, Billing Address, or Invoice Contact.
7. Click on Close when done.
8. Click on Yes to save the changes or No to not save your changes.
9. Option #2: When selecting Ignore Changes, the user will not be able to update the Location Name, Billing Address, or Invoice Contact.
10. Click on Close.
11. Click on Yes to save the changes or No to not save your changes.
12. If a Pre-Plan is in Ready for Review Status, note that some data cannot be changed until the Pre-Plan is Published. See Orange Banner.
Related Articles
Creating an Invoice
Purpose To demonstrate how to create an invoice on the First Due Platform. Invoices can also be created from within an Inspection and from a Permit. See related Articles. Related Articles Create Invoice When Recording an Inspection Create Invoice ...Using Advanced Search - Invoice Status Fields
Purpose The purpose of this Knowledge Base Article is to demonstrate the use of Advanced Search to determine Money Status, Other Status, Emailed, and Mailed for Invoices. Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Click on ...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 ...Navigating the Invoice List
Purpose To demonstrate the navigation and features of the Invoice List. Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Global Search: Complete or partial address or occupancy name can be entered, then select Search. 4. Click ...Creating Custom User List Views
Purpose To explain how to create custom list views in the User list. Video Directions 1. On the User List, click the three vertical dots next to All Users. 2. Click on Add View. 3. Type a name for the View. 4. Select the columns that you want to see ...