Manage and Use 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.

Find the Invoice Screen

  1. From the sections on the left side of the software, click Misc. The center of the screen will change.
  2. From the tabs in the top, click Invoice.

Add an Invoice 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.

When you navigate to another part of the software, HomeGauge will ask if you'd like to save your changes.

Change an Invoice Item

  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.

When you navigate to another part of the software, HomeGauge will ask if you'd like to save your changes.

Delete an Invoice Item

If there are items in the list you want to eliminate, click to highlight the appropriate item and 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 a Complete Invoice for a Report

  1. Click the Included column next to the services you are providing for this report (an X should show up next to each box).

  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.

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  • 09-Nov-2017
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