Create Invoice while creating a Permit
Purpose
- To demonstrate how to create an Invoice while creating a Permit.
Related Articles
Video
Instructions
1. Click on Permits.
2. Click on Permits.
3. Click on New Permit.
4. Enter Occupancy Address, Application Received Date, Permit Type, Notes (Optional), and select Save.
5. Enter all needed data for the Permit - See the related KBA for detailed information.
6. To create an Invoice for this Permit, click on Invoices.
7. Click on Add New.
8. Enter all information needed on the Invoice. See the related KBA for details.
9. Click on Close when done creating the Invoice.
10. They system will detect changes. Click on Yes to save. The user will land back on the Edit Permit page.
11. The new Invoice will be automatically linked to the Permit. Click on Link Permit to link with an Inspection and/or additional Invoices.
12. Example - Automatically linked Permit to the Invoice.
13. After all permit details are entered and the Permit is printed or emailed, click on Close.
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 ...Permits: Creating a New Permit
Purpose To provide instructions on how to Create a New Permit in the First Due Platform. Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. Enter and select the correct address. 5. Select the correct date for ...Documenting a Plan Review for a Permit
Purpose To demonstrate how to document a Plan Review when issuing a Permit. Related Articles Create and Edit Plan Review Types Creating a New Permit Invoicing Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. ...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 ...Permit: Add Custom Data Fields
Purpose To demonstrate how to add Custom Data Fields to a Permit Type Related Articles Create and Edit Permit Type Permit: Form Builder - Adding Custom Data Fields Video Instructions NOTE: Adding Custom Data Fields to a Permit is a Module Admin ...