Invoices: Adding US Mailing Address to Invoice Form
Purpose
- To learn how to add a business address to an inspection form to allow use of a standard #10 Window Envelope to mail an Inspection Report via the United States Postal Service.
- These directions apply to the Form Builder in the Inspections and Invoicing Modules.
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Video
Directions
1. Click on Inspections
2. Click on Form Builder List.
3. Click on edit for the form you wish to add the mailing address to. Or, this can be done from a newly created form (proceed to step 4).
4. Click on Add just below the Header.
5. Click on US Mail Format Tag (at bottom of the dropdown menu).
6. Click on Tune.
7. Select the Plus (+) sign 5 times.
Note: As an option, click 7 times to add a 4th element in the left column to add a company name at the top of the address block.
Warning: Adding more the 4 elements in the left column will create more rows than can be viewed in a standard #10 business envelope with window.
8. This will be the result of the step above. In the left hand column select each drop down in this order: Top - Mail - Billing Invoice Contact, Middle - Mail - Billing Street Number and Name, Bottom - Billing City, State, Zip.
9. This will be the result of the step above.
10. Click on Tune for the dtf_fire_inspection_type Inspection Result line.
11. Click on Move down arrow once to move this element below the Mail Form Block.
12. #10 Envelope template for reference:
13. Click on Save to save the update Inspection Form
Note: It is recommended that you print a test Inspection Form to paper for proper fit into a #10 Business envelope with window. If the address block needs moved down, add a delimiter above the address block.
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