Dashboard
Queue
Workflow Hub
Main
Dashboard
Queue
Workflow Hub
Core Records
Customers
Properties
Plans
Inspections
Claims
Invoices
Payments
Workflow Tools
Search
Open Items
Recent Activity
Aging
Exceptions
Financial Exposure
Reconciliation
Integrity
Export
Filters
Rollout
Rollout Room
Command Center
Readiness
Status
Review
Summary
Add Invoice
Create a new invoice record for a customer, property, plan, claim, or inspection.
Back to Invoices
View Payments
Invoice Table
invoices
Customers Loaded
1
Claims Loaded
1
Plans Loaded
1
Invoice Details
Invoice Number
Status
Draft
Open
Pending
Sent
Paid
Partial
Overdue
Void
Cancelled
Service Date
Invoice Date
Due Date
Issued At
Related Records
Customer
Select customer
mary@example.com
Property
Select property
Plan
Select plan
4 P’s Standard Protection Plan
Claim
Select claim
CLM-1001
Inspection
Select inspection
Amounts
Subtotal
Tax Amount
Fee Amount
Discount Amount
Total Amount
Paid Amount
Balance Due
If Total Amount is blank, this page calculates it as Subtotal + Tax + Fees - Discount. If Balance Due is blank, it calculates Total Amount - Paid Amount.
Notes
Description
Customer Notes
Internal Notes