Generate an Invoice

Step 1 To generate an invoice, first select a record from the Home Page.

Generate an Invoice Step 2 Click Fees to review the invoice fee items associated with the record. Click the Fees object.

Generate an Invoice Step 3 From Fees you will see that the Fee Item for General Plan Referral was automatically assessed for $3,

Generate an Invoice Step 4 To invoice this fee, first select the checkbox next to the fee item. Click the General Plan Referral option.

Generate an Invoice Step 5 Once the fee item checkbox is selected, click Invoice to permanently commit the fee. Click the Invoice link.

Generate an Invoice Step 6 Note that after selecting "Invoice" the Fee Item Status is changed from "NEW to "INVOICED" and the fee item can no longer be Deleted.

Generate an Invoice Step 7 Click Fee Payments to pay the Fee Item. Click the Fee Payments object.

Generate an Invoice Step 8 From the Payment form, click the Pay button to enter the payment details. Click the scrollbar.

Generate an Invoice Step 9 Key in the check number. Click in the Check # field.

Generate an Invoice Step 10 Enter the desired information into the : field. Enter "1212".

Generate an Invoice Step 11 Next specify a Payor. Click the Select Payor button.

Generate an Invoice Step 12 Choose the appropriate billing contact. Click the CCSF option.

Generate an Invoice Step 13 Click the Submit link.

Generate an Invoice Step 14 Click the Save link.

Generate an Invoice Step 15 After saving the payment, you can review and print the receipt before closing the window. Click the Close button.

Generate an Invoice Step 16 From the Payment form, note that the Balance is now $0.00 and close the Payment List tab. Click the Close Tab (Ctrl+W) button.

Generate an Invoice Step 17 From the Payment tab on the Home Page, the invoice now shows that it is Paid in Full with a Balance of $0.00.

Generate an Invoice Step 18 End of Procedure.