How to create Invoices for Lease Units

Table of Contents

Use case:

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 January. 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.
  • 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.
  • Click OK.
  • To view and post created invoice open Sales Invoices in the Role Center.
  • Click on newly created invoice and if all amounts are correct, go to Home and click Post.
  • Open Lease Contract card to see posting results. Go to Lease Contract and click Service Ledger Entries.