Portal Permit Formula Line Item
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to set-up a Line Item for use in the Community Connect Portal and the Business Portal to calculate the correct fee for a Permit.
Related Article
Video
Instructions
Permit:
1. When setting up a Permit one or more Custom Data Fields are set-up using the Numeric or Currency Field Types:
- NOTE: Toggle on Required Response and Show Question in User Portals
2. Select appropriate User Portals and Associate correct line items:
3. Save when done.
Line Item:
1. Navigate to Invoicing and then Fee Schedule:
2. Select Create Line Item:
3. Select required fields as needed and select Portal Permit Formula for the Fee Type. Also fill in optional fields as needed.
4. Select the Custom Data Field from the Placeholder Dropdown list:
5. Create the Fee Formula based upon your fee schedule. This example multiplies the Number of Sprinkler Heads x $2.50 each.
6. Save when done:
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