Start from an occupancy billable event

Billable events that you can add from an occupancy record include occupancy activity/inspections, inspection violations, and permits.

1. In the main FH toolbar, click Occup.

   The Occupancy dialog box appears.

   

2. At the bottom of the dialog box, click Browse.

   The Query dialog box appears.

3. Use the dialog box to find and open an occupancy record.

   The Occupancy dialog box updates with information from the record.

4. Click the Inspections & Activities tab.

   

5. Under Completed Inspections, select an inspection, and then click Open.

   The Inspection dialog box appears.

   

6. Click the Other tab.

   

   Note: Near the bottom of the dialog box, a button named either Linked Account or Linked Invoice appears. If the button is named Linked Account, no invoice has been created yet for the billable event. If the button is named Linked Invoice, an invoice exists for the event.

7. Depending on the name of the button, do one of the following.

   Work with the invoice linked to the billable
   event

   1. Click Linked Invoice.

      The Invoice dialog box appears, populated with data related to the billable event.

   2. Update the fields in the Invoice dialog box as needed.

      Information on the fields in the dialog box is available in Add a new invoice.

   Link to or work with an account and payment responsibility for the
   billable event

   • Continue with Work with accounts and invoices from within billable events.