The new Billing Information section in Bookings now centralizes even more relevant information and communication for everyone you work with on the Sight web platform. This section enables the input of official billing information of the booking creator, making invoicing for inspections quicker and easier.
In this article, we'll go through: (Click on an item in the list below to jump to the specific section.)
- How to add the Billing Information section to your Booking Forms
- How to complete the Billing Information fields when creating a Booking
- How to view Billing Information
How to add Billing Information to your Booking Form
To enable the Billing Information section for your Booking Forms follow the steps below.
Step 1: Hover over Configuration, then click on Booking Forms.
Step 2: When creating/editing a booking form, just drag the Billing Information from the Design menu item list into your Booking Form.
Step 3: Click on the checkboxes to select the fields you want to show in the Billing Information tab.
Step 4: Use the toggles to set whether the field will be required, or optional.
Step 5: You can then Preview your form OR Click Save.to finish.
The Billing Information section will now show up the next time the Booking form is used!
How to complete the Billing Information section
- You may be asked to fill in the Billing Information depending on the Inspection Type and Product Line you select for your Booking. This information will dictate the Booking Form you will have to use.
- Click here for the step-by-step guide on how to create a booking.
Read below for how to fill in the fields for Billing Information in your Workflow!
Remember to select the correct Product Line and Inspection Type for the appropriate Booking Form to appear in your list of options!
Type in the information requested in the appropriate field.
How to view the Billing Information
You can review the Billing Information for Bookings whenever you need.
Follow the steps below to learn how to view Billing Information
Step 1: Click on Configuration on the bottom left corner of the Booking Management or Assignment Management page .
Step 2: Toggle the display option for Booking Information to enable it. Then, click Save.
You will now see the Billing Information for a Booking under the Billing Information Column!