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Add Invoice

Overview​

Add Invoice is used to create an invoice directly in Manage1to1. Invoices can be assigned to a user and include one or more invoice items with quantities and pricing.

This workflow is most commonly used for device fees, damages, and other district defined charges that must be tracked and collected.

Invoice header information​

The invoice header defines who the invoice is billed to and who it is assigned to within Manage1to1.

Billed To​

Billed To fields define the billing contact details printed on the invoice.

  • Full Name: The name the invoice is billed to.
  • Mailing Address: Optional address information for printed invoices.
  • City, State, Zip: Optional city and postal information.

Invoice Date​

Invoice Date controls the invoice issue date. This is typically the date the invoice is created, but districts may backdate or forward date based on internal processes.

Assign to User​

Assign to User ties the invoice to a Manage1to1 user record. This enables invoice history to be tracked on the user and supports incident assignment workflows.

Invoice items​

Invoice Items define the financial line items for the invoice.

  • Item: Selects the type of charge.
  • Description: Auto populated based on the item selected, then editable if needed.
  • Quantity: Units being charged.
  • Price: Price per unit.
  • Total: Calculated total for that line item.
  • Subtotal: Combined total of all invoice items.

Districts commonly use multiple items to separate charges by category, such as fee type, device component, or incident related costs.

Comments​

Comments are internal notes stored on the invoice. They are typically used to document context such as incident references, supporting details, or district internal notes.

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