Creating a Tenant Invoice - Single or Multiple items

Invoice Tenancy

Sometimes a tenant owes you or the owner for services or costs incurred. To collect these costs, you will create a Tenancy Invoice.

There is the ability to just invoice one total amount or break down each item on the Invoice. 

There is a few different places that you can create a Tenant Invoice, through Work orders, Transactions, Supplier Invoice and Invoice Tenancy and Document Flow

You can create an invoice for any of the following plus more

• Opex for Commercial Costs
• Reimbursement for vacating costs on a refund of Bond
• Leasebreak costs
• Water Invoicing 
• Plus many more...

Creating the Tenancy Invoice (through transactions)

• Click on Financial, then transactions.
• Drop down the arrow in the left hand menu and choose Invoice - Tenancy, - Click on Generate
• Select the Tenancy (either drop down the list or type name)
  
• Fill in the details, checking the date
• Select an Expense type
• Choose where to apply the Charge to: i.e. Direct to the Owner, To a Holding Ledger or to a Ledger Fee (meaning your company). This is important if a different person is receipting money in as it helps them to know where the money needs to go.
• Enter in the reference: or comments i.e Fixed term breaks costs
• If you want to break the costs down, you can enter each amount and the description under Invoice Breakdown and then put the total amount in the Charge Amount
  Note: If you do the multiple items they will all show separately on the Tenant Invoice.
• Or for a single item, just put the total cost in
• Select the Due date for the invoice – Very important for Direct Debit clients (it will auto fill from the setting under System settings)
• Choose to either download the Invoice (print) or Email.
• Track charge – should always be left on if it comes up (this is preset in your settings).
• Enter any comments you need
• If you are holding any money for this tenant in a holding ledger - It will show under Bond Ledger and you can choose if you want to use that money to go against the invoice.
• Click on Confirm – top right hand side of the screen.
• Click Process
• If you chose print, the pop up box will have a download button on it, otherwise it will be emailed
• This will now create the invoice for the tenant to pay against.