1. Go to Documents -> Reports in X1
2. Click the Documents tab
3. Click Template Docs
4. Click Import

5. Browse to the location where you saved the invoice and select it. Click Open at the bottom The invoice will be added as a template within Xactimate for all claims. You will only perform these steps once. After first time setup, start with Step 6.

6. Double click the Invoice to open it up, in X1. Click “Enable Content” if prompted.

7. PAID Third Party Invoices:
If there are any PAID invoices that pertain to the claim, i.e., water mitigation, tree removal, emergency tarping, etc. we must total the amount of all PAID invoices and put that total on the invoice.
Click the drop down for Is there a Third Party Invoice and select YES. Enter the TOTAL amount of all PAID Invoices in the field provided.

8. Double click on the value for the “Enter Gross Claim Amount:” cell.

9. and type an “=” in the front to turn it into a formula and press enter.

10. Click YES if you see this box!

11. Task Residential Inspection without Estimate:
For claims with no covered damage and you will not be writing an estimate, delete all of the numbers out of the Gross Claim Amount box. Then, scroll down and put a “1” in the “# of Items” Box.

12. Verify the invoice is correct then click Print to PDF, at the bottom of the form.

13. Save the PDF invoice to your computer. The Filename CANNOT have any spaces or special characters in it – not even the dashes in the claim number. Name the PDF file InsuuredLastName00100000000. Example: Jones00100345678.


14. You will notice the Excel template resets itself when you click Print to PDF. Close the Excel invoice. Click Don’t Save if you see this box.

15. Close PDF Invoice.
16. The Invoice and any other documents must be uploaded to the Documents tab in XactAnalysis, prior to completing and submitting the estimate package.
17. Go to the desired claim in XactAnalysis, and click on the Documents tab and click “Add Documents”

18. Click Choose Files, then browse to the location of your documents, select them and click Open.

19. Enter a meaningful description and then click Complete Upload.
