Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

When do we use this?

This article will take you through the process of preparing/sending invoices for permit purchases. We will also cover searching for invoices and cancelling them. The Invoicing feature is used to simplify the monthly billing/invoicing process for bulk payment of permit purchases.

Preparing Invoices

  1. Click System Config, System Settings, Payments. To choose the starting Invoice number enter it in the Invoice number field.



  2. Click Allocations, Prepare Company Invoices.


  3. The 'Prepare Invoices' screen displays. A list of invoices that are ready to send will be displayed. Click Prepare Invoice.
    Note -  Currently, only permits that were rolled over will be shown as available for invoicing. 



  4. A list of invoicing for the selected allocation will display. The Admin can toggle off invoices that they do not want to send, but typically you would send all selected. All Invoices are toggled on by default.
  5. Click Send Invoices to schedule the invoices for sending. The following message will pop up.
  6. After a few seconds the Invoicing task will be displayed on the Task Manager Icon as below.  You can see the status of the task. In this case it is complete. You can click the blue "X" to clear it or leave it be.


  7. Emails will be sent to the companies selected.  By default, the email will be formatted as follows:

    Note: This template can be customized by following the instructions in this wiki article.

 Searching for an Invoice

  1. Click Allocations, Invoice Search. 



  2. The 'Search for Invoices' screen displays.  You can search for a specific invoice or for an invoice issued during a range of dates. You can also eliminate canceled or paid invoices from the search parameters.

 

OperationsCommander parking and security management platform
  • No labels