The customer’s screen under the invoicing system provides a list of all customer accounts within the system. This database is linked to the contacts database that is available in the following modules and fields:
Projects, Permits, and Inspections: Applicant, owner, contractor, or anyone in the contacts tab identified as a billing agent
Fire Inspections: Owner and occupant
Complaints: Owner
Violations: Owner and occupant
Licensing: Business or main contact
Customer accounts are added from within the individual records and not from within the invoicing system.
Instructions
Sign in to your site
Navigate to the Invoicing System and select Customers
Use the search parameters at the top and click Generate Search Results
View results; select a Customer Name to open the account
View the account statement
To print a PDF of the customer's invoice results, click Print Statement
View a specific invoice by selecting the Invoice # link for a record
