Invoice Generation
Invoice generation is the process of creating bills/invoices for tenants based on their rental agreements and usage charges. This feature allows you to easily create, review, and send invoices directly through the ERP. Whether you're managing rental charges, energy fees, or other costs, the invoice generation tool ensures accurate and timely billing for each tenant.
Move To Billing Section
Click on the Accounting tab to expand the menu. Youβll see several options, including:
- Invoice
- Payment History
- Settlement
Select Billing To proceed
Go to Billing > Invoice Management. In the Invoice Management section, you can:
- View all rental invoices
- Create new invoices
- Track the status of each invoice
- Download invoices whenever needed
Rental Invoice Dashboard
The Rental Invoice Dashboard displays detailed information, including:
- Invoice Number
- Property unit
- Tenant Name
- Payable Amount
- Paid Amount
- Status
- Actions
Invoice Actions
Each invoice comes with two action buttons:
- Preview and Generate
- Generate and Dispatch Invoice
- Cancel Invoice
Invoice Page
When you click Preview and Generate, it takes you to the Invoice Preview Page, where you can review the following details:
- Rental Charges
- Energy Charges
- Additional Charges
On the left side of the page, youβll find three action buttons:
- Cancel Invoice β Cancels the invoice currently being viewed.
- Generate β Creates the invoice and saves it in the system.
- Generate and Dispatch β Creates the invoice and immediately sends it out via email.
- When you click Generate, the invoice is successfully created and stored in the system.
Generate & Dispatch Button
This button creates the invoice and automatically sends it to the recipient via email.
Cancel Invoice
When you click Cancel Invoice, a confirmation message will appear asking if youβre sure you want to cancel it.
- Click Proceed to confirm and cancel the invoice.
- Without making any changes click on cancel button.
- After clicking the Proceed button, a message will appear saying: "The invoice was successfully cancelled."
Status Updates
Once the invoice is successfully generated (and sent, if applicable), its status is automatically updated.
