Web - Setting up the invoice

Let’s see how easy it is to set up your invoice.

In this session we will cover:

1. Adding Invoice Items
2. Setting up Taxes
3. Editing an Invoice

1. Adding Invoice Items
1.1. From any HORIZON screen, click My Profile on the top tool bar.
1.2. Click Invoice. (Figure 1)

Figure 1

1.3. We have added 2 items on the Invoice line items screen. (Figure 2)
1.4. Let’s look at how to create these.

Figure 2

1.5. Click on Add New Line Item (Figure 2)
1.6. The Add / edit invoice line items screen will open (Figure 3).
1.7. Type in a Description of the inspection type.
1.8. Type in a Cost. Don’t use a “$” when entering the cost. That will be done for you.
1.9. Use Spell check to ensure accuracy.
1.10. We typed in ‘Pre-Purchase Inspection’ under Description and ‘500’ in the Cost field.

Figure 3

1.11. Click Save and Back and the inspection type and fee will be added.
1.12. You can add several different fees for the same inspection type in this set up area.
1.13. If you do more than one type of an inspection at one job, you can enter all of these on the invoice. HORIZON will total the inspection fees for you.
1.14. Each inspection type and its fee will be detailed on the invoice, along with the total amount.

2. Setting up Taxes
2.1. What if you have taxes to add to your inspection fees?
2.2. From the Invoice line items screen (Figure 2), click Set Tax Rules For Invoice.
2.3. We enter one or two taxes. (Figure 4)
2.4. If there are no taxes in your area, just leave the Tax Rates as 0.
2.5. If there is a tax, enter the name and the percent as a number in the Tax 1 fields.
2.6. If there is a second tax, enter it in the Tax 2 fields.
2.7. Don’t use a percent sign (%), HORIZON knows it is a percent.

Figure 4

2.8. Click Save and Back and we are done!
2.9. Now all of our invoices will automatically calculate and display the right tax and calculate and display the total fee for the client.
2.10. If you do more than one type of an inspection at one job, you can enter all of these. HORIZON will total the inspection fees, calculate the taxes, and provide a grand total.
2.11 These will be detailed and totaled on your invoice.

3. Editing an Invoice
3.1 From any inspection Work Order you can look at a typical invoice.
3.2 From the My Schedule screen, open a work order (or create a new one), and then click Inspection Type and Fee.

Figure 5

3.3. You can select any inspection type and fee from the drop down list.
3.4. Highlight it and click on Add Selected item to Invoice (Figure 5).
3.5. You can add several inspection types to the invoice.
3.6. There may be a
3.6.1. Pre-purchase home inspection,
3.6.2. Septic inspection,
3.6.3. Well inspection and
3.6.4. Wood destroying organism inspection.
3.7. Click as many as you like. HORIZON will total them, add the tax and calculate the total fee.
3.8. Once selected, you can edit any inspection type or the fee by clicking on the edit button. (Figure 5)
3.9. You can also delete the item by clicking the delete button. (Figure 5)
3.10. The last item in the drop down list is always *BLANK LINE ITEM*. You can click on this to create a new item. This is useful for those one-of-a-kind inspections or for unusual fees you don’t want to add to the list.

Congratulations! You know how to set up and edit your Invoices.

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