Construction - Ongoing Locations - Adding an Invoice

32 STEPS

1. To create an Ongoing invoice make sure you are in the Construction module 

2. And the Ongoing Location datagrid

3. Open the location you want to add the invoice to. 

4. Click on the Applications tab 

5. You can search for an application by clicking on the Link button 

6. Click Search to locate any applications associated with the property 

7. If you do not see the application you want, you will need to create a new application.  click the "X" to close the search screen.

8. Use the New button to create the application

9. From the applications screen, Click the Details tab

10. Complete the application details prior to creating the invoice. 

11. First, Choose the application type from the drop down. 

12. Click Get Next Tracking Number to assign the tracking information 

13. Click Yes to save the tracking number

14. Enter the last Certificate Expiration date

15. Use the calendar drop down .

16. You have now completed the application details and can create the invoice. Click OK 

17. The application will now display under the Associated applications tab.  

18. Double click the application link to open the record and create the invoice.

19. You will be directed to the Ongoing Location Invoice Screen . Make sure to enter the invoice items prior to creating the invoice.  

19b. Drop

20. Click on the Invoice Items tab to enter the invoice information.

21. On the Top section, Uncheck any items that are not to be included in the invoice.

22. then Click Add Selected 

23. This will move the selected ongoing application, to the bottom section.

24. You can enter any missing invoice information by highlighting the item.  

25. Then click Edit to access the invoice item details 

26. Type in a label for the invoice and correct the fee amount if necessary. 

26b. Drop

27. Next you want to make sure the contact info and due date are entered. Click on the Contact tab

28. Make sure the due date is entered and verify information on this screen. 

29. you are now ready to print the invoice.
Click Print to preview the invoice.

30. Review the invoice for accuracy prior to printing. 

31. Click OK to save the record.

32. The invoice will now show up under the Ongoing Location, Invoices tab