To create an invoice, click Reports on the top banner.
Then click Financial Reports on the left-hand side and click A/R Statements:
Click on Recall / Schedule:
Click Rental Services Invoice:
Click on Customer and find the customer you are invoicing:
The due date should be the event date.
In the Options drop-down Report Title should be "Invoice # R####
The invoice number is the permit number.
And click Run Report.
Save the Invoice in the P Drive:
And then name the file the Invoice # R_____
put in the correct folder:
And then send the invoice to the customer with the template, and be sure to fill out the Invoice Form.
Which can be found here:
