Overview: In order to properly add invoices into Helipass we first need to create templates with fields we would like to capture, this guide will go over the creation of a new invoice type

1. On the main Helipass website click the "Financial" option at the top of the page
2. Within the drop down menu select the "Financial Module" option
3. Once inside the Financial Module select "Configuration" option at the top of the page
4. Within the drop down menu select the "Invoice Property Configuration" option

5. To create a new Invoice type we will select the green plus (Highlighted Below)

6. This will bring up the "Add New Invoice Type" box (Shown Below)

7. In the "Category" drop down we will select our invoice category (Options: Regular, Special, Facility)
8. In the "Description" we will create a unique identifier for this invoice template
9. Once all fields are filled out select the green "Save" button, if no other invoice types need to be added select the "close" button
10. Locate the "Invoice Type" dropdown in the header and locate the new type that was added; select it once found
11. You will be presented with the configuration editor
12. Under "Header Items" the default header items will be shown with greyed out and non-selectable boxes indicating which fields will be available for capture
13. To add a new header item to be captured locate the "Add Header Item" button on the top right (Highlighted Below)

14. A new line item will be added under the defaul items (Shown Above)
15. Type a name description for the field to be captured
16. Use the drop down to select a "Data Type" for this header item
    1. String
    2. Interger
    3. Decimal
    4. Date
17. Repeat Steps 13-16 for additional header items to be added
18. Once all Header Items are added we will add our "Line Items" by selecting the "Add Line Item" button in the bottom section of the page (Highlighted Below)

19. A new line entry will be added (Shown Above)
20. Enter the Short Description
21. Enter the Long Description
22. Select if this line item will be tied to a specific transport
23. Select if this line item will allow notes to be associated with it
24. Repeat steps 18-23 for additional line items to be added
25. Once all Header Items and Line Items have been added select the "Save" button at the top of the page (Highlighted Below)

26. Once Save has been selected the invoice type will be available for cost allocations