How to Use the Invoice Wizard

If using Recurring Invoices, an invoice must be raised for the period of rent owed before rent may be receipted for the tenant.

This process is simplified using the Invoices Wizard which will raise all invoices due for the next period for all or a  selection of Commercial Tenants.

  1. Take a Backup refer to How to Perform a Backup
  2. Go to the main menu, click Transactions then select Invoices Wizard  – the Invoices Wizard displays.
  3. Click Next –  Select Tenants displays.
  4. Click Select All.  Any tenant not requiring an invoice eg. if they are about to vacate, maybe unticked.
  5. Click Next.
  6. Entering a date into Create Recurring Invoices up to causes the wizard to raise one period of rent that falls due between the current invoiced to date and the date entered. For example, if the tenant is currently invoiced to 30 June and a date of 31 August is entered, one period for rent for 1 July to 31 July only will be raised.
  7. Tick to Apply invoice credits, if required.
  8. Tick to Print invoices and Email invoices.
  9. Click Next to continue.
    Note: Text entered into the Notes area will appear on every Invoice.
  10. Click Next.
  11. Enter an Email message to appear in the body of the invoice email.
  12. Click Next.
  13. A Summary of what Gateway is about to process is displayed. At this point, the Invoices Wizard may still be cancelled, or changes made by selecting the Back button.
  14. Click Finish.
  15. To generate a list of invoices raised select Print.
  16. Click Close.

 

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