Creating and managing invoices is easier with Appointments on the Inspector Dashboard. Simply enter information about the property into an appointment to quickly generate an invoice, agreement and schedule the inspection. Reports can be started from the appointment, saving time. We recommend using the Inspector Dashboard for invoicing because of this. To learn more, visit Inspector Dashboard: Create and Manage Invoices.
However, if you want to create an invoice on the Desktop Report Writer, this guide will walk you through the essential steps for handling services and invoices effectively.
Find the Invoice Screen
From the sections on the left side of the software, click Misc.
Click Invoice tab
Add a new Services
When you install Desktop Report Writer software for the first time, the invoice lists default services and prices to give you a place to start.
Click the yellow plus icon to the right.
A window will open so you can add a new service. Once you have made your changes, click OK.
The new invoice item will show up at the bottom of the list. To move it up, select it and use the arrows to the right to move it up or down until it shows up in your preferred location.
When you navigate to another part of the software, Desktop Report Writer will ask if you'd like to save your changes.
Edit Service
You can find the item you want to change and click it so it turns blue, then select the wrench icon to the right. This is the edit icon.
A window will open so you can change the info. Once you have made your changes, click OK. You will see your changes immediately.
When you navigate to another part of the software, HomeGauge will ask if you'd like to save your changes.
Delete a Service
Select the item you want to remove
Click the red X icon to the right to delete
When you navigate to another part of the software, HomeGauge will ask if you'd like to save your changes.
Make an Invoice for a Report
Click the Included column next to the services you provide for this report (an X should appear next to each box).
At the bottom right, a total will be created as you add services to the invoice.
You can use the fields below to indicate whether or not the invoice is paid and how payment was tendered.
Send Invoice with Report
Open the HomeGauge desktop software and click Publish to open the Publishing Options window.
Select the document setting used for uploading reports (e.g., "Full Report for Upload") by clicking on the line to highlight it fully.
Click Edit on the right-hand side.
In the right-hand column of options (e.g., Agreement, Invoice, Back Page, etc.), check the box for Invoice and click OK.
To ensure future reports automatically include the Invoice section, enable the Save settings as default option.
Finally, Print or Upload the report as you normally would.d
Send only the Invoice
Click Publish
Check Invoice Only and uncheck any Document you do not want to send that may be already checked
Print or Upload the report as you normally would
Adding the Invoice Section to Previously Published Reports
For reports that have already been published without the invoice section, you can include the invoice by republishing them:
Open the report in the HomeGauge desktop software.
Follow the steps outlined above to enable the Invoice option in the Publishing Options window.
Once the Invoice option is enabled, republish the report.