How to Generate an Invoice

Table of Contents

To generate invoices, input the information from the Paper Daily Log into the Excel Daily Log. This Excel sheet is programmed to add up all orders and generate an invoice. This section will go over how to generate an invoice.

Daily Log Excel Sheet #

  1. Check to make sure the date and Incident Name are correct. If not, navigate to “Rates” page to update. 
  2. Input each line of the paper Daily Log into the Excel Daily Log. 
  3. Be sure to use correct codes for plotting, e.g. “EL2” for an E size laminated on both sides.
  4. When you are finished, select “save as” so you don’t overwrite your Daily Log Master. Save with file name as the date in format “MM-DD”. Save individual files in a folder with the file name as the date in format “MM-DD”. Save folders in “Daily Log and Unsigned Invoices” folder. For detailed instructions on where to save files, see  How to Set Up the Desktop.

Invoice Export #

  1. Once the Daily Log is saved, navigate to “Invoice” tab. 
  2. Ensure everything looks correct and click “Export Invoice”. This will save the Invoice PDF in the same folder the Daily Log is saved, with the correct naming convention (YYYYMMDD_Resource#_FireName_Daily_Invoice, e.g. 20231014_E-48_Bedrock_Daily_Invoice).