Add, Manage, and Pay Fees & Invoices | Elevate (V5)

  • Published on Feb 19, 2026
  • 3 minute(s) read
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Fees are an important part of the permit application process. This guide shows you how to add fees to an application, manage invoices, and submit payments in the system. Follow the steps below to make sure fees are correct and payments are completed on time.

Important Note:

This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 permit application guide instead.

A dashboard displaying inspection statistics, including expired licenses and past due inspections.

Add a Fee

  1. Sign in to your site

  2. Navigate to the Permitting System:

    Dashboard of the Permitting System showing various application statuses. The permitting system navigation is highlighted.

  3. Use the Search field to find the record:

    Dashboard view of a permitting system with search and filter options displayed. The search field is highlighted.

    • Search: Enter a permit number or keyword to search

    • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

    • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

    • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

  4. Select the Permit record:

    Permit details, including application status and applicant name. A permit number link is highlighted.

  5. Navigate to the Fees tab:

    Overview of permit fees, including paid and invoiced amounts for residential permits. The fees tab is highlighted.

  6. Click the Assess New Fee button:

    Permit details showing paid and invoiced amounts for a residential deck application. An assess new fee button is highlighted.

  7. From the pop-up window, Select a Fee type:

    A dropdown menu for selecting various permit fees in a fee assessment interface.

  8. Click the Save Fee button:

    Form to assess a new permit fee of $100 with a save fee button.

  9. The fee has been added to the record:

    Permit fee details for a residential deck application, highlighting a newly added fee.

    Note:

    When the fee has been added to an invoice, an invoice icon will appear. Click the icon to pay the invoice:

    Summary of permit fees, payments, and outstanding balance for a residential deck application. The invoice icon is highlighted.

Add an Invoice

  1. Sign in to your site

  2. Navigate to the Permitting System:

    Dashboard of the Permitting System showing various application statuses. The permitting system navigation is highlighted.

  3. Use the Search field to find the record:

    Dashboard view of a permitting system with search and filter options displayed. The search field is highlighted.

    • Search: Enter a permit number or keyword to search

    • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

    • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

    • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

  4. Select the Permit record:

    Permit details, including application status and applicant name. A permit number link is highlighted.

  5. Navigate to the Invoices tab:

    Overview of the permitting system showing invoice details and payment status. The invoices tab is highlighted.

  6. Click the Create Invoice link:

    Invoice details for residential deck permit, including payment status and due amounts. The create invoice link is highlighted.

  7. Check the boxes next to the Fees you want to include in the invoice. You can select more than one:

    An invoice-creation interface displaying selected permit fees and billing details.

  8. Complete the Invoice Billing Details:

    An invoice creation interface showing fee selection and billing details fields for user input.

    • Bill Invoice To: Select the person or entity to be billed for the invoice

    • Due Date: Select the date the invoice payment is due

    • Phone Number: Displays the billing contact phone number on file and cannot be edited in this section

    • Email: Displays the billing contact email address on file and cannot be edited in this section

    • Mailing Address: Displays the billing mailing address on file and cannot be edited in this section

    • Invoice Notes: Enter any additional notes to include on the invoice

  9. Click the Save button:

    Invoice creation interface showing selected fees and billing details. The save button is highlighted.

Adjust an Invoice

  1. Sign in to your site

  2. Navigate to the Permitting System:

    Dashboard of the Permitting System showing various application statuses. The permitting system navigation is highlighted.

  3. Use the Search field to find the record:

    Dashboard view of a permitting system with search and filter options displayed. The search field is highlighted.

    • Search: Enter a permit number or keyword to search

    • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

    • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

    • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

  4. Select the Permit record:

    Permit details, including application status and applicant name. A permit number link is highlighted.

  5. Navigate to the Invoices tab:

    Overview of the permitting system showing invoice details and payment status. The invoices tab is highlighted.

  6. Locate the invoice, click the Pencil Icon found under the Action heading:

    Invoice details for residential permit. The pencil icon is highlighted for the user to edit the invoice.

  7. Scroll down to the Fee and Charges Summary. Click on Add Adjustment:

    A summary of fees and charges with an option to add adjustments.

  8. Make the adjustments:

    A form for adding adjustments with fields for fee, type, amount, and notes.

    • Select Fee: Select the fee that will be adjusted

    • Select Adjustment Type: Select the type of adjustment being applied

    • Amount: Enter the amount of the adjustment

    • Adjustment Date: Select the date the adjustment is applied

    • Notes: Enter any additional details about the adjustment

    • Total Adjustment: Displays the total adjustment amount applied

  9. Click the Add Adjustment button:

    Form for adding an adjustment with fields for fee, type, amount, and date. The add adjustment button is highlighted.

  10. Add documents, if needed:

    Summary of fees and charges, including permit fee and credit memo details. The document tab is highlighted.

  11. The invoice total will now show the updated amount:

    Summary of fees and charges, including total invoice amount of $95.00.

  12. Click the Save button:

    Summary of fees and charges with a save button for invoice details.

Make a Payment

  1. Sign in to your site

  2. Navigate to the Permitting System:

    Dashboard of the Permitting System showing various application statuses. The permitting system navigation is highlighted.

  3. Use the Search field to find the record:

    Dashboard view of a permitting system with search and filter options displayed. The search field is highlighted.

    • Search: Enter a permit number or keyword to search

    • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

    • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

    • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

  4. Select the Permit record:

    Permit details, including application status and applicant name. A permit number link is highlighted.

  5. Navigate to the Invoices tab:

    Overview of the permitting system showing invoice details and payment status. The invoices tab is highlighted.

  6. Locate the invoice, click the Dollar Sign Icon found under the Action heading:

    Invoice details showing payments, amounts due, and billing information for the residential permit. The dollar sign icon is highlighted.

  7. Click on Apply Payment:

    Invoice details, including payment options and due date information. The apply payment button is highlighted.

  8. Complete Payment Details. May vary depending on payment type selection:

    The invoice system displays billing details and payment options for a specific invoice.

    Note:

    The payment screen will vary depending on the option you choose.

  9. View Payments and Refunds, if needed:

    Invoice details showing payment information.

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