Invoice List
Voiding an Invoice
Heads Up! We are adding a new feature to the Invoice Module . This new feature will allow agencies to Void an Invoice. This new feature will be released on February 19, 2024. Purpose The purpose of this Knowledge Base Article is to demonstrate the ...
Using Advanced Search - Invoice Status Fields
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 ...
Exclamation Point (!) on Invoice List
Purpose The purpose of this Knowledge Base Article is to explain the significance of the Exclamation Point on the Invoice List and how to remove it. Video Instructions 1. Click on Invoicing. 2. Then on Invoice List. 3. Note the exclamation point next ...
Online Payments
Purpose To demonstrate how the agency can send an invoice via email to the Invoice Contact where they can see all the invoice details and pay it electronically. To demonstrate how an agency can send an Invoice via regular postal service to the ...
Creating an Invoice
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 ...
Invoices - Recording Payments and Adjustments to Invoices
Purpose The purpose of this Knowledge Base Article is to demonstrate how to manage Invoices: Record payments, write off, discount, send to collections, and make refunds. Related Article Online Payments Video Instructions 1. Click on Invoicing. 2. ...
Navigating the Invoice List
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. ...
Add Late Fee to an Invoice
Purpose The purpose of this Knowledge Base Article is to demonstrate how to add a late fee to an invoice. Related Article Add Late Fee using a Bulk Action Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Click on Expand Advanced ...
Add Late Fee to Invoices using a Bulk Action
Purpose The purpose of this Knowledge Base Article is to demonstrate how to add a late fee to invoices using a bulk action. Related Article Add late fee to an invoice Video Instructions 1. Click on Invoicing. 2. Click on Invoice List. 3. Click on ...