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Creating an Invoice in FBO Director

• To create an invoice in FBO Director, start by clicking the "Create an Invoice" link in the navigation menu
• On the FBO Director invoice page start by entering a customer code or a tail number
• For transient customers use "Valued Customer"
• After you select a customer be sure to check the customer alerts to the right of the customer address block
• You can click these notes to see an expanded display

Finding an Invoice in FBO Director

• To search for invoices in FBO Director start by clicking on the Browse Invoices link in the navigation menu
• Once you are on the browse invoices page, use the filters at the top of the form to find the invoice you are looking for
• Once you locate the invoice you are searching for there are a variety of tasks you can perform on the invoice from the Browse invoices page

Periodic Billing in FBO Director

• To setup periodic billing in FBO Director start by browsing to the periodic billing setup page; [Customers], [Periodic Billing], [Setup Recurring Billing] in the navigation menu
• Click the Add Record button to add a new item to be billed periodically
• Once you fill out the form and click on the Save button the item will be scheduled for regular billing
• Sales Descriptions can be replaced in periodic billing by entering a Replacement Sales Description
• Click the Orange Key icon to display variables you can use that will change over time
• List of Daily Reports in FBO Director
• Part One of the Daily Closing Report
• Part Two of the Daily Closing Report
• FBO Director Fuel Inventory Report List
• Fuel Meter Reconciliation Report in FBO Director
• FBO Director Fuel Inventory on Hand Report
• FBO Director Accounting Reports List
• Inventory Listing Report in FBO Director
• FBO Director Inventory Valuation Report
• List of Sales Reports in FBO Director
• Sales by Customer Report in FBO Director
• FBO Director Sales by Tail Number Report