Apply the filter READY ON REQUEST WORK ORDERS = 0
Additionally you can apply the filter - Unbilled Late Fees is greater than 0 (not required). This extra step, adds another layer of invoice review to ensure that Balance only invoices are not created in this step.
More filters can be applied, for example if you wish to create invoices based on Billing Profile, Tags, etc. These filters are not required, they are just additional steps you can take while creating bulk invoices.
🛑 WARNING: Ready On Request Work Orders that have not been filtered to Operator = Value 0, may cause On Request Work Orders set Ready for Invoice to populate on the invoices you are creating during this work flow. We recommend filtering out those Work Orders to ensure you're only billing/invoicing for late fees
With the filters applied, select all or the specific customers to be invoiced
Select to Preview charges or skip right to Create Invoices
In both Preview charges & Create invoices, start by selecting the toggle for late fees
Adding a custom invoice note (message on invoice) available from the preview screen
Additionally you can create Late Fee only invoices from the Late Fee Review
From the Ready for Invoice tab, select the accounts / invoices to be invoiced for Late Fees only (do check that you have no pending manual Work Orders set ready for invoice)
Select Create draft invoice
Make sure to include those late fees 😉
Add a custom note, review your invoices and create
Created invoices will be saved in the INVOICES tab
