Invoice - Change Form On Demand
Purpose Statement
The Invoice - Change Form On Demand feature allows users to dynamically switch between different invoice forms while creating or editing invoices. This functionality provides flexibility to select the most appropriate invoice format based on specific billing requirements, customer needs, or departmental standards without having to start over or create separate invoice entries.
Background Information
Fire and EMS departments often require different invoice formats depending on the type of service provided, billing entity, or regulatory requirements. For example, transport billing may require different fields and mutual aid billing may need specific compliance formatting. The ability to change forms on demand streamlines the billing process by allowing users to select the optimal form after reviewing invoice details, ensuring accurate and properly formatted billing documentation.
Required Permissions
Permission required: Invoice Management - Create/Edit permissions are needed to access the form selection dropdown and modify invoice forms during the creation or editing process.
Video
Step-by-Step Guide
Best Practices
- Review invoice details before selecting a form to ensure you choose the most appropriate format
- Familiarize yourself with different form types and their intended use cases
- Save your work before switching forms to prevent data loss
- Verify that all required fields are completed after changing forms, as different forms may have varying requirements
- Consider creating naming conventions for forms to make selection easier for team members
Troubleshooting & FAQs
Q: What happens to my data when I change forms? A: Most data should transfer between compatible form types, but always review all fields after switching to ensure information is properly mapped.
Q: Can I change forms after saving an invoice? A: Yes, you can change forms when editing existing invoices, but review all fields to ensure data integrity.
Q: Why don't I see the form dropdown? A: Ensure you have the proper Invoice Management permissions and that multiple forms are configured in your system.
Q: Which form should I use for different situations? A: Consult with your billing administrator or refer to department billing procedures for guidance on appropriate form selection.
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