You can create an invoice for a tenant by navigating from either the Properties or Accounting pages. This guide will walk you through both paths.
Path 1: From the Properties Page
Navigate to the Properties page.
In the sidebar menu, click on the unit that the tenant has a lease for.
Select the Lease tab, and then select the Current tab.
Click the blue New Invoice button, located on the right side of the page.
Path 2: From the Accounting Page
Navigate to the Accounting page.
Select the Tenants tab.
In the sidebar menu, click on the name of the tenant.
Select the correct lease tab (this tab is titled with the name of the lease).
Select the Current tab.
Click the blue New Invoice button, located on the right side of the page.
Filling Out the Invoice Details
After clicking New Invoice, a new section will appear to enter the invoice details.
Fill out the following fields:
Invoice #: Assign a unique number to the invoice.
Item: Select the reason for the charge (e.g., Rent, Late Fee, Utilities).
Site: This will default to the tenant's unit.
Description: Add any specific details about the charge.
Company: This will default to the company that owns the tenant's unit.
Amount: Enter the total amount for this line item.
To add another charge to the same invoice (for example, to bill for rent and parking at the same time), click the three-dot menu (...) on the right side of the first line item and select Add Line Item.
Once you have entered all the details, click the Save button in the bottom-right corner to finalize the invoice.
How to Add a New Custom Charge Item
If you need to charge for something not already in your list of items (e.g., "Carpet Cleaning Fee"), you can add a custom item.
While creating an invoice, click the Item dropdown menu.
Scroll to the bottom of the list and select Manage.
A new window will appear. Scroll down and click the New button to add your custom item. Here, you can name the item and associate it with a specific accounting code.
