To demonstrate the navigation and features of the Fee Schedule List.
Video
Instructions
1. Click on Invoicing.
2. Click on Fee Schedule.
3. Select or enter appropriate Search Criteria.
4. Click on search to search/filter by the criteria entered.
5. Click on Reset to reset the advanced search.
6. Click to download the Fee Schedule List. The download will respect any advanced search criteria entered or selected.
7. Click to display number of rows to view (20, 50, 100, 500, or all).
8. Select one or more, or All to activate Bulk Actions.
9. Click to Activate Line Items.
10. Click to Deactivate Line Items.
11. Click on any column title to sort ascending or descending.
12. Click on Actions. Actions available include Activate, Deactivate, Duplicate, and Delete.
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.
Purpose The purpose of this Knowledge Base Article is to demonstrate how to import a fee schedule. Video Instructions 1. Click on Invoicing. 2. Click on Fee Schedule. 3. Click on Import Fee Schedule. 4. Click on Download sample spreadsheet. 5. Sample ...
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 ...
Purpose The purpose of this Knowledge Base Article is to demonstrate the use of Advanced Search to determine Money Status, Other Status, Emailed, and Mailed for Invoices. Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Click on ...
Purpose To demonstrate how to set-up your system to automatically generate an invoice when an Inspection is Completed for a flat fee schedule. Related Article Automatic Invoicing - Using a Formula Video Instructions 1. Click on Invoicing. 2. Click on ...
Purpose To demonstrate the navigation of and features of the Invoice List. Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Global Search - o Complete or partial address or occupancy name can entered, then select Search. 4. ...