Generating Invoices
Create professional invoices from your tracked time and expenses.
Most appraisers building invoices by hand in Word or Excel spend 15 to 30 minutes per file copying hours, calculating travel splits, totaling mileage, and formatting the document. Do that on 20 files a month and you have lost an entire workday to retyping data you already entered once.
Generating the invoice from your tracked time eliminates that step. The math is right because the system did it. The branding is right because the business profile is wired up. The bill-to address is right because the recipient is on file. What used to be a 20 minute task becomes about 90 seconds.
Useful for every appraiser who bills. Especially useful when a TPA holds your invoice up for a math error or a typo, because that does not happen here.
Generating an Invoice
Go to Financials Tab
Open the appraisal and navigate to Financials.
Review Time Summary
Check that all hours, miles, and expenses are correct.
Select Business Profile
Choose which business profile (branding) to use.
Select Invoice Recipient
Choose who to bill (carrier, insured, TPA, etc.).
Click "Generate Invoice"
Creates the PDF using your invoice template.
Invoice Calculation
Hours × Hourly Rate = Labor
Travel Hours × (Hourly Rate × Travel %) = Travel Labor
Miles × Mileage Rate = Mileage
Expenses = Pass-through
Subtotal = Labor + Travel + Mileage + Expenses
Sales Tax = Subtotal × Tax Rate
Total = Subtotal + Sales TaxCharging Sales Tax
If your state requires sales tax on your services, set your tax rate in Settings > Business Profiles under the Rate Sheet section. The rate applies to the invoice subtotal and is added to the total due on every invoice generated with that profile, including split invoices. Leave it at 0 if you do not charge tax. If you use a custom invoice template, make sure it includes the tax fields so the tax line shows on the PDF.