Getting Started Guide – Invoicing

Getting Started Guide – Invoicing


Getting Started Guide – Invoicing – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. 







Helpful articles for set up and configuration 

  1. Creating or Editing Invoice Form and Email 

  2. Invoicing - Create Line Item 

  3. Invoicing: Creating or Editing Invoice Form and Email 

  4. Automatic Invoicing - Flat Fee 

  5. Automatic Invoicing - Formula

Training Articles

  2. Creating an Invoice 

  3. Recording Payments and Adjustments to Invoices 

  1. Add Late Fee to an Invoice

  1. Start your Invoicing set-up to match your local policies and practices. 

    1. When do you Create the Invoice? 
    2. What do you Invoice for? 
      1. Fee Schedule
    3. How are payments made?
    4. Do you have a late fee?
      1. If yes, when is it applied? 
      2. ​Is your Late Fee a flat fee or percentage? 

  1. The system is very flexible, and Invoices can be automatically created upon completion of an inspection and sent via email with the Inspection Form. 


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