In order to provide you with more detailed information on our updates we have broken the Release Notes down by module.
New Features
Use GIS Assessor Contact for Invoicing
What: Will automatically use the GIS Assessor Contact and listed address for invoicing purposes.
Why: Useful for clients that imports contacts through GIS Data.
How: Enable on the Invoice Setup > System Options page.
Use Case: As a user, I need all of my automatic invoices associated
with an occupancy to be sent to the GIS Contact - Assessor, who is within the
contact list of each occupancy record. This ensures invoices reach the correct
party responsible for managing assessment details and that the correct billing
information is used.
For More info see this related article: Invoicing Setup (see step 15)
Line Item Refund Processing
What: Line
Item Refund Option for Invoice Payments (Manual Payments - Not Stripe)
Why: As a Fire Department Administrator, I want to process
refunds by specific line items on an invoice, so that I can issue more precise
refunds without manually calculating partial amounts.
How: Invoicing > Open invoice > Refund: To the “Refund
Applied”, added a new option “Pay Line Item.”
What: Provided ability for a client to create a permit while recording an Inspection and generate an invoice based upon values entered or selected from a Permit Custom Data Field.
Why: Created an integration between permit custom data fields and
fee schedule criteria, enabling automated invoice line item generation based on
permit-specific information during inspection completion. This feature allows
for more precise and dynamic fee calculations based on permit data.
How: Inspection Setup > System Option enabled to Edit Permit, Permit Custom Data Field, (numeric or single select) created, and Invoicing Line Items created. Invoice Created when an Inspection is Completed. See KBA for setup details.
Use Case: Allows a client to create a permit while recording an Inspection and generate an invoice based upon values entered or selected from a Permit Custom Data Field.
Why: As a user, I need the ability to accept ACH Debits for
invoice payments through the First Due Payment Portal, providing customers with
an alternative to credit card payments and potentially reducing processing
fees.
How: Upon request for Clients using Stripe, First Due can enable ACH Payments. If needed, client enters required information and data in their Stripe account to configure.
Use Case: My agency needs the ability to accept ACH Debits for invoice
payments through the First Due Payment Portal, providing customers with an
alternative to credit card payments and potentially reducing processing fees.
For More info see this related article: TBD
Feature Enhancements
Invoice List - New Field and Filter for Advanced Search
What: Refund Amount field added to Advance Search with seven options for value of the refund.
Why: Client request to allow additional filtering of the Invoice List
How: No setup required.
Use Case: Select one of the options and then enter the appropriate value(s) and select Apply.
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features 1. A completed checklist may now be deleted from the Checklist History An option was to delete completed checks from ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features Public Notes on Invoice What: There is now a text field on an Invoice that can be used to put in notes for an Invoice ...
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 What: Create custom Invoice Templates Why: This gives the Fire Department flexibility to use ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Current iOS Version 5.8.4 Current Android Version 6.9.4 New Features (iOS) Fire Investigations Menu Integration What: Fire ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Feature Enhancements Fonts options in Invoice Form Builder What: Fonts added to Text and dtf_tags Why: User Request How: Highlight ...