Creating an Invoice in FBO Director Gallery


Step by step instructions on how to create an invoice using FBO Director.

  • Creating an Invoice in FBO Director, Step 1
    To create an invoice in FBO Director, start by clicking the "Create an Invoice" link in the navigation menu.
  • Creating an Invoice in FBO Director, Step 2
    On the FBO Director invoice page start by entering a customer code or a tail number. For transient customers use "Valued Customer"
  • Creating an Invoice in FBO Director, Step 3, Customer Alerts
    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.
  • Creating an Invoice in FBO Director, Step 4, Sell Products and Services
    Click on the "Add Fuel" button to record fuel tickets and invoice fuel transactions and use the "Add Item" button to add other products and services to the invoice.
  • Creating an Invoice in FBO Director, Step 5, Add Fuel to Invoice
    After clicking the "Add Fuel" button you will need to enter a fuel ticket to sell fuel. Simply choose your equipment then enter your meter readings.
  • Creating an Invoice in FBO Director, Step 6, Add Other Products and Services to Invoice
    If you click the "Add Item" button you can sell all of your miscellaneous products and services such as catering and pilot shop supplies.
  • Creating an Invoice in FBO Director, Step 7, Saving the Invoice
    After you have finished entering your invoice data it's time to either save or discard the invoice. You can save an invoice by taking payment or by leaving it open.
  • Creating an Invoice in FBO Director, Step 8, Enter Your Initials
    When you take payment on an invoice you will be prompted to enter your initials before being forwarded to the appropriate receive payment page.
  • Creating an Invoice in FBO Director, Step 9, Enter the Payment Details
    The payment details you will be required to enter will depend upon the payment type selected. FBO Director supports a variety of payment types and credit card processors.
  • Creating an Invoice in FBO Director, Step 10, Capture Signature
    After receiving payment on an invoice FBO Director allows you to capture a customers signature electronically for printout or display on an emailed invoice.
  • Creating an Invoice in FBO Director, Step 11, Choose Print Options
    Once you have completed capturing your customers signature you can choose to print out the invoice if you wish to print or email it.
  • Creating an Invoice in FBO Director, Step 12, Completed Invoice
    Your completed invoice can be printed to standard letter sized paper to a 3 inch receipt printer or it can be emailed directly to the customer.