Add, Edit, or Delete Invoice Items

Note: It is recommended to use the Online Appointment manager to create your services. This allows you to add inspection items directly to appointments.

When you install HG software for the first time, the invoice has a list of default services and prices just to give you a place to start. If you want to add or change the service/price list, follow the steps below:

  1. Open the HG software and click the Misc section from the list on the left.

  2. On the next screen select the Invoice tab.

  3. Find the item you wish to change and click it so it turns blue, then select the wrench icon to the right. This is the edit icon.

  4. A window will open so you can change the info. Once you have made your changes, click OK. You will see your changes immediately.

To add an invoice/service item:

  1. Click the yellow plus icon to the right.

  2. A window will open so you can add a new service. Once you have made your changes, click OK.

  3. 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 the location you prefer.

If there are items in the list you want to eliminate, highlight the appropriate item and use the red X icon to the right to delete.

To complete an invoice for a particular report:

  1. Work in the invoice screen and click in the left column next to the services you are providing for this report (an X should show up next to each one).

  2. At the bottom right a total will be created as you add services to the invoice.

  3. Use the fields below to indicate whether or not the invoice is paid and how payment was tendered.

Once you are finished making changes on the invoice tab, navigate to another part of the software. You will be asked if you want to save the list of Service Changes for future reports. If you do, click yes and the invoice options you created will be available to you from now on (until you change them again). If you don’t, your changes will only be available for this one report.

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  • 01-Aug-2017