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      18 How to create Invoices for Lease Units
      • 03 May 2024
      • 1 Minute to read
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      Contents

      18 How to create Invoices for Lease Units

      • Updated on 03 May 2024
      • 1 Minute to read
      • Contributors
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      Article summary

      Invoice creation feature enables to create invoices for tenants automatically, based on service ledger entries and could be created as a batch for all tenants at the same time or this function could be run only for specific properties or certain groups of tenants.

      Use case:

      Create and post invoices for all tenants for December. Invoices could be generated and posted if:

      • Lease Contract is released.
      • Meters readings, Turnovers and other Services parameters are entered and posted.
      • Service Journal lines are created and posted.

      • To start open Invoicing in the Role center and click Create Invoices action button.
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      • A request page would open, where user has to specify:

        • Posting date. Enter the date you would use as the posting date for invoices.
        • Document Date. Enter Document date of the invoices. Due Date is calculated based on the Document Date.
        • Filter values could be used optionally to select Service Ledger entries for specific invoicing, e.g., invoicing for a particular property.
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      • Click OK.
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      • To view and post created invoice open Sales Invoices in the Role Center.
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      • Click on newly created invoice and if all amounts are correct, go to Posting and click Post.
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      • Open Lease Contract card to see posting results.
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