Add an invoice to your report, edit an existing invoice, or print an existing invoice from a report at any time using the Invoice tab in the Appraisal Desktop's Info Pane.

To access a report's invoice from the Appraisal Desktop:

1. In the Appraisal Desktop, click to select a report from your list of files.
2. Then, click the Invoice tab at the top of the Info Pane.
3. From here, you have a few options:
   • To add an invoice, click Add Invoice in the toolbar below the Info Pane tabs. Then, select the form from the list and click Insert.

     This option is only available if there are no other invoices in the report.

   • To edit the invoice, click Edit in the toolbar below the Info Pane tabs, type your changes directly into the form, and then click Save to update your report. If you wish to cancel your changes, click Cancel in the toolbar below the Info Pane tabs.
   • To print the invoice, click Print in the toolbar below the Info Pane tabs, select the invoice(s) you want to print, and click Print on the lower right.

Continue reading below for specific step‑by‑step instructions on adding, editing, and printing invoices from the Info Pane.

To add an invoice to a report from the Appraisal Desktop:

1. Select a report from your Appraisal Desktop.
2. Click the Invoice tab in the Info Pane.
3. Click Add Invoice in the toolbar below the Info Pane tabs.

   

4. Select an invoice from the list of available forms and click Insert.

To edit an existing invoice in a report from the Appraisal Desktop:

1. Select a report from your Appraisal Desktop.
2. Click the Invoice tab in the Info Pane.
3. Click Edit in the toolbar below the Info Pane tabs.

   

4. Add information to the invoice, or make any necessary adjustments. When you're finished, click Save.

To print an invoice from a report from the Appraisal Desktop:

1. Select a report from your Appraisal Desktop.
2. Click the Invoice tab in the Info Pane.
3. Click Print in the toolbar below the Info Pane tabs.

   

4. Check the box next to the invoice(s) you want to print and click Print on the lower right.