The Customers screen under 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

1. Navigate to Invoicing System > Customers
   
   
2. Use the search parameters at the top and click Generate Search Results
   
   
3. View results; select a Customer Name to open the account
   
4. View the account statement
   
5. To print a PDF of the customer's invoice results, click Print Statement
   
   
6. View a specific invoice by selecting the Invoice # link for a record