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Owner Invoices
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The Owner Invoice allows you to take any posting (or multiple postings) in the ledgers and create an invoice for those transactions. This is actually a report, so it is accessed from the Reports screen.
The first thing to determine is what owner, properties, or rental units that you want to create the invoice for. Based on your decision, the program will search the ledgers for specific transactions that you will choose in the account selection grid.
For example, if you want to find all of the 'general cleaning' postings for a property (including all rental units that are part of that property), you can choose 'A property and all units for the property', and the dropdown below you selection will allow you to choose a specific property from the list.
Next, you can type in a short message that will appear on the invoice. That might be something like 'All invoices are net 30 days' or 'Thank you for your business'.
Lastly, you will need to choose at least one account for the invoice. You have the ability to choose multiple accounts by holding down the control key (Ctrl) and using your mouse to click on the accounts that you want.
Most often you will be choosing a single rental unit and a single account, such as a bill for a specific job.
When you have completed your choices on this screen, you can click the 'Save and Continue with Invoice' button, and your completed invoice will display on the next screen for printing or for export to another format.
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