Release Notes - Invoicing Module

Release Notes - Invoicing Module

Info
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. 




New Features

Invoice Form Builder

  1. What: Create custom Invoice Templates

  2. Why: This gives the Fire Department flexibility to use different forms for various situations, like overdue invoices, different services, or specific jurisdictions.

  3. How: New Menu Option Added "Form Builder List."

  4. Use Case: In conjunction with the ability to switch Invoice Form, the User can select a form to fit the situation like overdue invoices, different services, or specific jurisdictions.
KBA's: Invoicing Form Builder


Invoicing - Enhanced Fee Formula for Manual Invoices

  1. What: Fire Departments can create an invoice line item based on occupancy data without enabling "Automate" for the invoice.

  2. Why: This update allows users to apply the Fee Formula based on occupancy data for manual invoice line items.

  3. How:
    1. Occupancy Data Placeholders: When using the Fee Formula, the following occupancy fields are available to use:
      1. Building Area Square Feet
      2. Number of Common Areas
      3. Number of Fire Pumps
      4. Number of Units
      5. Special Discount
      6. Total Billable Area
    2. Line Item Pricing Calculation:
      1. With Service Address: When an invoice has a service address, the price will be calculated based on the formula using occupancy data.
      2. Without Service Address: If no service address is provided, the price will default to 0.
      3. Once added, line items can be edited or deleted. If the service address changes, the formula will only re-calculate if the item is removed and added again.
    3. Permit Payments:
      1. For CC/HH permits requiring payment, line items based on formulas (but not set to "Automatic") can now be selected.
      2. Calculate based on occupancy data: If applying for a permit that requires payment, the cost is calculated using occupancy data for formula-based items.
  1. Use Case: This update allows users to apply the Fee Formula based on occupancy data for manual invoice line items.

    "Fore More info see this related article - Coming soon!"

Feature Enhancements

Invoicing - Refunds Now Visible on Customer Invoice Page

  1. What: We’ve made an update to the customer-facing invoice page to help users view all parts of their invoices more easily.

  2. Why: Now, when viewing the invoice on the customer page, they’ll also see any refunds listed.

  3. How: A new “Refunds” section appears after the customer invoice page's “Payments” section.
    1. Detailed Refund Info: This section includes essential details for each refund:
      • Date
      • Type
      • Amount
      • Approved by
      • Reason
      • Method
      • Check number
      • Note

  4. Use Case: When viewing the invoice on the customer page, they’ll also see any refunds listed.

    "Fore More info see this related article - Coming Soon"

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