Entering Payment and Invoicing in Facilities

When entering payments to be reflected on the next Invoice, the payments should be entered into the system prior to creating the Invoice.  Payments are entered from the Account Show Page.  Invoices are run from the Facility Request Show Page.

1. Select Facilities.
2. Select Accounts.
3. Search for and select the Account to make a payment.
4. Select Show Account.
5. To enter the payment, select Make a Payment.
6. Complete the Payment form, selecting MANUAL to apply the payment to a specific existing Permit Request.
7. Select Process Payment.
   

Use the Requests tab to view the permits for the Account.  To view the Show Page for the Request (where you will create the Invoice), select the permit number to the Permit Request. 

1. Select Facilities.
2. Select Accounts.
3. Search for and select the Account to create the invoice.
4. Select Show Account
5. From the Permit Request show page, select Create Invoice.
6. Complete the Create Invoice Form. NOTE:  If the billing type for the Request is Monthly, make sure to include the month any Adjustments were entered in your date range so they will be included on the Invoice.
7. Select Create.
8. Select Get Latest Invoice to view and print a PDF of the Invoice you just created.