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.
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