Invoicing

You can configure Civic Platform to assess certain fees automatically. After Civic Platform assesses fees, you can invoice fees individually or as part of a group. Each time you invoice one or more fees, Civic Platform generates a unique invoice number.

Note: You can review itemized fee items on an invoice. However, you cannot edit or delete data after you invoice a fee.

If you need to remove an invoiced fee, you can void the fee and apply a credit toward the total payment on the invoice.

Generate invoices

You can generate an invoice from the record page, or you can also generate an invoice from the Payment Processing page. When you generate invoices from the Payment Processing page, your agency can configure Civic Platform so that it creates a single invoice for a group of records or separate invoices for each record.

To generate an invoice from an application

Open the record from which you want to generate the invoice.
Select the Fees tab.
Select the fee(s) you are invoicing.
Select Invoice.
To view the invoice, select the invoice number link.

Civic Platform displays the invoice in a new browser window. Use your browser’s print command to print the invoice as needed.

To generate invoices from the Payment Processing Portlet

Open the Payment processing page.
Select the Invoices tab.
Use the Search icon next to the Record ID or State License # to search for the items that you want to invoice.
Continue searching for additional Record IDs or State License #s as required until all items that you want to invoice display.
Select each item that you want to invoice then select Invoice.

Note: You cannot create an invoice for a previously invoiced item. To separate the items from invoiced items, sort the displayed records by Status (select the Status column header to sort). You can also select and delete previously invoiced items from the fee list, leaving only those items that you want to invoice. To select all items simultaneously, mark the check box at the top of the Record ID column

Depending on how your agency configured Civic Platform, Civic Platform does one of the following:
- It creates a single invoice for all of the selected items.
- It creates a unique number for each invoiced Record ID.
- It prompts you to select an invoice numbering method to use when it creates the invoices.