How to Generate an Invoice
Click on the ’Manage’ tab and select ‘Payment Schedule’ under the Tenants section.
2. Once inside, click the blue ‘Generate Invoice’ button next to the relevant tenant.
3. Fill in the following details:
Issue Date
Due Date
Invoice Number
4. Click the orange ‘Next’ button.
5. Select Issuer and fill out their Name and Address.
6. Click the orange ‘Next’ button again.
7. Review the description and edit it if necessary by clicking on the ‘three dots’ and selecting ‘Edit’.
8. Click the orange ‘Next’ button again.
9. Finally, click the orange ‘Download’ button to complete the process.
You also have options to Save or Send the Invoice