Kube allows you to choose whether contract charges are invoiced separately from custom charges. When this setting is active for a company, Kube generates two invoices. The following options are available when activating this setting on a company.
All: Kube generates the first invoice with all the open charges from the company's contracts. The second invoice Kube generates contains any remaining open charges.
Rent: Kube generates the first invoice with only Rent type charges from the company's contracts. The second invoice Kube generates contains the remaining charges from the company's contracts and any other remaining charges.
Misc.: Kube generates the first invoice with only Miscellaneous type charges from the company's contracts. The second invoice Kube generates contains the remaining charges from the company's contracts and any other remaining charges.
TIP: Kube does not generate a second invoice if there are no remaining open charges that do not match the selected criteria. In some cases, Kube may generate three invoices if the security deposit is invoiced separately. For more information about invoicing tasks, see Contract Invoicing Scenarios.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
This option only shows on the company's Billing Options menu if the Separate Security Deposit and Setup Fees setting is activated. For more information about this setting, see Setting default company billing options.
To set company split invoicing settings
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
The Company Overview menu appears.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Make your selections in the Split Invoices field.
NOTE: The company cannot have any open charges when activating this option.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Settings button to select additional properties where the setting should be customized.
Click Save.
TIP: The next step in the Kube customer setup process is to add company payment methods. For more information, see Adding a company payment method.