Navigating the Invoicing Fee Schedule
Purpose Statement
The Fee Schedule List provides administrators with a centralized interface to manage all billing line items within the Fire/EMS platform. This feature enables efficient navigation, searching, and bulk management of fee structures used for invoicing services, inspections, and other billable activities. Users can quickly locate, modify, and organize fee schedules to ensure accurate billing and revenue management.
Background Information
The Fee Schedule serves as the foundation for all invoicing activities within the platform. It contains line items that define costs for various services including inspections, permits, training, and emergency responses. This centralized system ensures consistency in billing practices across the department and provides administrators with the tools needed to maintain accurate fee structures. The feature supports bulk operations for efficiency when managing large numbers of fee items and includes search functionality for quick access to specific fees.
Required Permissions
To access and manage the Fee Schedule, users must have the following permissions:
- Invoicing Module Access - Basic permission to view invoicing features
- Fee Schedule Management - Permission to view, edit, and manage fee schedules
- Administrative Rights - Required for bulk operations, activation/deactivation, and deletion of line items
Video
Step-by-Step Guide
NOTE: Delete
is only available if that Line Item has not yet been applied to any outstanding
invoices OR if the associated inspection item that created it is deactivated.Best Practices
- Regular Review: Periodically review and update fee schedules to ensure accuracy and compliance with current rates
- Search Efficiency: Use specific search criteria to quickly locate fees rather than scrolling through the entire list
- Bulk Operations: When making similar changes to multiple fees, use bulk actions to save time and ensure consistency
- Activation Status: Keep inactive fees in the system for historical reference rather than deleting them immediately
- Documentation: Maintain clear naming conventions for fee line items to improve searchability and organization
- Export Regularly: Download fee schedules for backup and auditing purposes
Troubleshooting & FAQs
Q: Why can't I delete a specific line item? A: Line items can only be deleted if they haven't been applied to any outstanding invoices AND the associated inspection item is deactivated. Check for pending invoices or active inspection connections.
Q: My search isn't returning expected results. What should I check? A: Verify your search criteria are correctly entered and try broadening your search terms. Use the Reset button to clear filters and start fresh.
Q: What happens when I deactivate a line item? A: Deactivated items won't appear in new invoice creation but remain visible in historical records and can be reactivated if needed.
Q: Can I undo bulk actions? A: Bulk activation/deactivation can be reversed by selecting the same items and applying the opposite action. However, bulk deletion cannot be undone.
Q: How does sorting affect my search results?
A: Column sorting only reorders your current filtered results and doesn't change which items are displayed based on your search criteria.
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