The Future Invoices tab on the tenant's profile allows you to see all upcoming charges to the tenant's account. You will also be able to add new charges, edit charges and pay them if needed.
To access the Future Invoices, click on the Accounting Tab to the tenant view. Once the you are under the selected tenant, click on the Future tab under the Lease profile of the tenant.
Here you will be able to see any future transactions that currently set up. More often than not, a future transaction for monthly rent will already be set up for each tenant based on their lease.
Editing Future Invoices
To change the future invoice's time length or post date, click on the Edit button next to the invoice line you want to update.
A pop up screen will appear and you will be able to change the time length that the automatic charges will be made, the dates the charges post and what schedule to follow, and when the invoice is sent.
When the changes have been made click Submit to save.
To edit the amount being charged, click on the future invoice line you are trying to update. A drop down of the upcoming charges will display. Click Edit next to the future invoice you want to update.
You will be able to edit the invoice information just like any current invoice as well as adding new lines to the transaction. Once the changes have been made, click the Save button
Once saved, the system will also give you the option to save it as a one time change, for all transactions after the selected date, or for all future transactions.
Once the option is selected, click Submit to save.
Creating Future Invoices
To create a new future invoice to the tenants profile, click on the clipboard button on the left hand side of the future transactions screen.
A pop up screen will appear. From there you can enter the needed information needed to create the future transaction. Once entered click Submit to save.
You will be able to view the newly added future transaction invoice next to the other invoices.
Making Future Invoices Current
Under the future tab, click on a future transaction line to display all upcoming charges.
Once you locate the invoice you want to make current, click on the Clock symbol next to the amount. A pop up message will appear asking to confirm if you want to make the transaction current, click 'Okay'
You will now be able to view the invoice in the Current Tab and proceed to making payments through the system or through the tenant portal as regular.