How do I Manage Invoices on the Dashboard?

Topics in the Article

• Adding an Invoice While Creating an Appointment
• Deleting an Invoice from an Appointment
• Creating an Invoice From All Reports
• Create an Additional/ Multiple Invoice(s)
• Viewing an Invoice
• Edit / Delete an Invoice
• Taking an Online Payment
• Taking an Offline Payment

Adding an Invoice While Creating an Appointment

While creating an appointment you can also create an invoice and request payment. To learn how to create an appointment click here. To create an invoice and request payment while creating the appointment:

1. Under the Services portion of the Appointment Page, click Add \ Update Services and put a check next to the services you're performing at this appointment. To learn how to add and change services click here.

• Request Payment checkbox: if checked, your customer will receive an email requesting payment.

• Require Payments to View Documents checkbox: if checked, your customer will not be able to view the report until they pay.

2. Complete the Appointment and send notifications and the requested payment will be sent as a notification. To learn how to change or update your invoice notification click here.

Deleting an Invoice from an Appointment

If you've generated an invoice from an Appointment and need to remove it, follow the steps below:

1. On your Dashboard, under My Reports, find the report you need to remove the invoice from.
2. Click the Amount Due to access the Payment Information screen.
   
3. Click the Edit / Delete button for the invoice you're trying to remove.
   
4. Click Edit Appointment Services.
   
5. Uncheck Request Payment box.
   
   
6. Click Save Changes Only on the bottom of the appointment page..
   

Creating an Invoice From All Reports

You can also create an invoice outside of the Appointment feature.

1. Start on your HomeGauge dashboard under My Reports All Reports.
2. Find the report address you would like to add an invoice to.
   
3. Click Request Payment, this will take you to the Create Invoice page.
   
4. From this page, type in the Amount Due and add a short customer invoice description.
5. If you would like to lock your documents from being viewed until the customer pays, Click Require Payment to View Documents.
6. Lastly choose to Request Payment, which will prompt you to send out notification emails to your customer. Alternatively you can choose Create Invoice Only which will not send out a notification to your customer.
7. Once created, the invoice will appear under that Report ID and Address page as a red exclamation point and the amount due.

Create an Additional/ Multiple Invoice(s)

You can create additional or multiple invoices.

1. Start on your HomeGauge dashboard under My Reports All Reports
2. Find the report address you would like to add an invoice to.
3. Click the payment link, this will take you to the Create Invoice page. The payment link may appear as Request Payment, Amount Due, Paid, or Partially Paid depending on the status.
4. Click the New Invoice button. Here you can add another invoice following the same steps as detailed above.
5. Once created, the invoice will appear under that report on your dashboard. If there are multiple unpaid invoices they will total together and display as amount due. If there are multiple invoices and one has been paid already, it will display as Partially Paid.
   

Viewing an Invoice

1. Starting from your HomeGauge Dashboard, go to the report address that has the invoice you would like to view.
2. The invoice status will appear either in red text with an explanation mark with the an amount due or with a check mark with green text showing the amount paid. Example:
   
   
   
3. To view the invoice, click the red or green link under the that address to go to the Payment Information Page.
4. From here you can:
• Edit the Appointment
• Send Invoice Emails
• Take Payment
• Add a New Invoice
• Edit / Delete the invoice
5. From this Information Page you can also see:
• When the invoice was created
• If the invoice has been paid
• If documents can or can't be viewed before payment

Edit / Delete an Invoice

1. To edit or delete an Invoice, first follow the steps above to View the Invoice.
2. Once on the invoice page, click Edit / Delete. This will take you to the Edit Invoice page. This page is exactly like the Create an Invoice section. From this page you can change the Amount Due, and Add a short Customer Invoice Description.
3. If you would like to lock your documents from being viewed until the customer pays, Click Require Payment to View Documents. You can also choose to Request Payment which will take you to send out notification emails to your customer or Update Invoice Only which will not send out a notification to your customer.
4. Lastly you can delete the invoice by clicking the red Delete Invoice button on the bottom right of the page. 

Taking an Online Payment

You can accept credit card payments by having HG Payments set up. You can click here if you'd like to set up or learn more about HG Payments. 

With HG Payments enabled your customers and REPs can view the invoice and make a payment via their dashboard. The payment will automatically be recorded on your dashboard and release the report if Require Payment to view Document was enabled.

If the customer or REP gave you credit card information to take payment, say at the inspection or over the phone. You can take their payment by Taking an Online Payment.

1. To Take Payment, first follow the steps above to view the invoice.
2. Once viewing the invoice, click Take Online Payment. This will take you to the Online Payment screen.
3. Enter the fields for Card Billing Information. All fields are required; however, you can save time by clicking Fill from Contacts and selecting the contact you to enter information for. The address needs to match the billing address for the card. 
4. Enter the Credit Card Payment fields. All of these fields are required.
5. Click Make a Secure Payment to record the payment

Taking an Offline Payment

1. To Take Payment, first follow the steps above to view the invoice.
2. Once viewing the invoice, click Record Online Payment. This will take you to the Record Offline Payment screen.
   
3. Under Record Payment, you can manually take payment for services. Choose a payment type from the drop-down menu, then write a quick description of the payment under the payment note.
4. If you would like the information of the payer to display on the receipt fill in the optional Payer Information fields. To save time, you can Fill from contacts.
5. Click Record Payment. This will take you back to the Payment Information Page, and the invoice will now show a green check mark and green text showing the amount paid.