You can manage invoices from the invoice tab at the top of the permit/reservation/license page, or from the Invoice section at the lower section of the permit/reservation/license view page.

Instructions

Manage an Invoice from the Invoice Tab

1. From the dashboard, click on the page icon next to the reservation.
2. Click on the “Invoice” tab at the top of the page
3. Click “Manage” next to the invoice you want to confirm payment on
4. Navigate to the bottom of the invoice screen to record a payment
5. Select the “Method”
6. Enter the date the payment was received

Optionally select who made the payment and who confirmed the payment

Optionally enter in the check number if applicable as well as any notes you would like to track on the invoice.

Manage an Invoice from the Reservation View Page Tab

1. From the dashboard, click on the page icon next to the reservation.
2. Navigate to the “Invoice” section towards the bottom of the page Click “Manage” next to the invoice you want to confirm payment on
3. Navigate to the bottom of the invoice screen to record a payment
4. Select the “Method”
5. Enter the date the payment was received

Optionally select who made the payment and who confirmed the payment

Optionally enter in the check number if applicable as well as any notes you would like to track on the invoice

Related articles

• Page:
  Importing Information
• Page:
  Setting up Terms
• Page:
  Setting up Instructions
• Page:
  Add a New Section
• Page:
  Setup Inspection Types