Inspection Record - Linking Invoices and Permits
Purpose
- To demonstrate how to link invoices and permits to an inspection record.
Video
Instructions
Note: Any Invoices and Permits created while recording an Inspection are automatically linked to the Inspection.
1. Click on Link to link a Permit or Invoice.
2. Link Inspection with dialog window.
3. Select View in Actions if needed. User will be able to view and/or edit the Permit or Invoice in a new tab.
4. Edit Invoice page for reference. Selecting View Permit will take the user to the Edit Permit page.
5. Select Permit or Invoice tab to link appropriate Permit(s) or Invoice(s).
6. Check on one or more Permits and/or Invoices to link to the Inspection.
7. Select Save.
8. Click on Dropdown for Linked Permit and Invoice Options.
9. Click on Linked Permit and Invoices.
10. Click on Edit to edit the Permit or Invoice linked to the Inspection.
11. Click to unlink the Permit or Invoice linked to the Inspection. Note: If multiple permits and/or Invoices are linked, the user will need to use edit to unlink the ones not desired to be linked to the Inspection.
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