The Customers 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/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 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
Comments
Let us know what was helpful or not helpful about the article.4 comments
Hello, how to reset the account flag. This prohibited me to make reservations. Please assist. Thanks
Can you merge contacts?
Matthew Garnes, thank you for your question! No, merging contacts is not an option at this time. However, we are testing a new feature that will let users use the same contact on more than one record. Once testing is done, this feature will be available in the newest version of the system.
Harlem Piliotas, thank you for reaching out with your question! You may need to reset your password. These two articles can help you with that:
If you still have trouble, please submit a ticket for more help. https://www.civicgov.civicplus.help/hc/en-us/requests/new
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