Setting Up Invoice Forms

You add, modify, and delete invoice forms on the Invoice Form page.

Adding an Invoice Form

1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. Select Fees and Payments from Functional Areas and then select the Manage Public Sector Invoice Forms task.

4. On the Invoice Form page, click Add.

5. On the New invoice form details drawer, enter a name and description for the invoice form.

6. Click Save.

Modifying or Deleting an Invoice Form

1. Select Billing Setup > Invoice Form.

2. Click a row on the Invoice Form page.

3. On the Invoice Form page, select the row for the form you want to modify.

4. On the New invoice form details drawer you can:

   • Update the invoice form description.

   • Delete the invoice form. You will be prompted to confirm the permanent deletion.

5. Click Save.