Fee Schedule
Import Fee Schedule
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 ...
Navigating the Invoicing Fee Schedule
Purpose 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 ...
Invoicing - Create Line Item
Purpose To demonstrate how to create a Line Item for Invoicing. Related Articles Automated Invoicing - Formula Automated Invoicing - Flat Fee Video Instructions 1. Click on Invoicing. 2. Click on Fee Schedule. 3. Click on Create Line Item. 4. Select ...
Automatic Invoicing - Formula
Purpose To demonstrate how to set-up your system to automatically generate an invoice when an Inspection is Completed for a formula based fee. Related Article Auto Invoices - Flat Fee Video Instructions 1. Click on Invoicing. 2. Click on Fee ...
Automatic Invoicing - Flat Fee
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 ...