Billing Status

billing status provides a quick overview of how to manage billing and invoices in the erp it covers steps for accessing invoices, generating and sending them, and tracking their status to ensure smooth and accurate rental billing whether you're a property manager or a tenant this document walks you through the step by step process of accessing billing features, generating and dispatching rental invoices access the invoice section from the left hand sidebar , navigate to the accounting section move to billing click to expand the accounting section you will see several options, including invoice payment payment history invoice management select invoices within the invoice section, you can view all rental invoices generate new invoices monitor invoice status download invoices as needed rental invoice detail page the rental invoice dashboard allows you to manage and view detailed invoice information the dashboard includes the following features select property choose the specific property for which the invoice is to be generated billing select the billing date billing type choose whether the billing type is prepaid or postpaid billing date enter the billing date status from here you can see the status clear filter use this option to clear all applied filters additional fields displayed on the dashboard include tenant name lease unit name billing period bill days billing amount billing date invoice number status action invoice actions preview and generate allows you to review the invoice before finalizing it send invoice sends the generated invoice via email to the respective tenant invoice preview page clicking preview and generate opens the invoice preview page , which displays rental charges previous due amounts on the left hand side , you will see three action buttons cancel invoice cancels the current invoice generate creates and saves the invoice in the system generate and dispatch creates the invoice and automatically sends it via email to the tenant generate button when you click generate , the invoice is successfully created and saved in the system from this page, you can also download the invoice download invoice clicking download invoice opens the invoice page, which can then be saved to your device generate & dispatch button clicking generate and dispatch creates the invoice, sends it to the tenant via email, and allows you to download it from here you can download the invoice cancel invoice if you choose cancel invoice , a confirmation message will appear, asking are you sure you want to cancel this invoice? you can click proceed to confirm cancellation or select cancel to exit without making any changes after clicking proceed , a success message will appear "invoice generation was cancelled successfully " status updates once an invoice is successfully generated the invoice status is updated this allows you to easily track whether an invoice has been generated, sent, or cancelled send invoice you can also send an invoice directly by clicking the send invoice button this action will immediately email the invoice to the respective tenant with a confirmation that the invoice was sent successfully