Work with accounts and invoices from within billable events

1. (If you have done so already) Open the billable event you want to work from.

   • Start from an incident or aid-given billable event.
   • Start from an EMS billable event.
   • Start from an occupancy billable event.
   • Start from a training billable event.
   • Start from a hydrant billable event.

2. Near the bottom of the dialog box, click Linked Account.

   The Account Link dialog box appears. If the payment responsibility for the event has not yet been linked to an account, only two options in the dialog box are active.

   

   Once the payment responsibility is linked to an account, all the options in the dialog box are active. The payment responsibility is listed near the top of the dialog box.

   

3. Depending on what you want to do, continue with one of the following.

   Note: The tasks below affect the account record with the payment responsibility listed at the top of the Account Link dialog box.

   Assign the payment responsibility to an existing account

   1. Select Create or change the link to an existing account, and then click OK.

      The Query dialog box appears.

   2. Select the account to bill for the event, and then click OK.

      The Account Link dialog box reappears, and the payment responsibility for the billable event is assigned to a different account. The name of the responsible account appears in the dialog box under The currently linked payment responsibility for this event is.

      Note: If No Invoice item can be found for this event. Create invoice not available at this time appears at the bottom of the dialog box, no invoice items lookup codes linking the billable event record with invoice items are available.

   3. Depending on what you want to do, continue with one another of the options in the Account Link dialog box.

   Create a new account and assign the payment responsibility to it

   1. Select Create or change the link to a new account, and then click OK.

      A blank Account dialog box appears.

   2. Fill out the fields in the Account dialog box as needed.

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

   Create an invoice for this billable event

   1. Select Create an invoice to the currently linked account for this event, and then click OK.

      The Invoice dialog box appears, partially populated with information from the account record that was listed in the Account Link dialog box as having the payment responsibility.

   2. Fill out the fields in the Invoice dialog box as needed.

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

   Access the account with payment responsibility for a billable event

   1. Select View the currently linked account information, and then click OK.

      The Account dialog box appears, displaying information from the account record that was listed in the Account Link dialog box as having the payment responsibility.

   2. Review and edit the fields in the Account dialog box as necessary.

      Information on the fields in the dialog box is available in Add or edit a payment or refund on an account record.

   3. Close the Account dialog box.
   Remove the payment responsibility for this billable event from the currently responsible account

   1. Select Remove current account link to this event, and then click OK.

      Remove current account link to this event becomes inactive in the dialog box, and the Revert Account button appears in the dialog box. If a payment responsibility had been previously established for the billable event, linking it to a different account, the payment responsibility is reset to the previous account. If no payment responsibility had been previously established, only Create or change the link to an existing account and Create or change the link to a new account are active are active in the dialog box, and you need to establish a payment responsibility for the billable event.

   2. (Optional) Click Revert Account to restore the payment responsibility to the previous account.

   3. Depending on what you want to do, continue with one another of the options in the Account Link dialog box.