Customer Accounts

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

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