Tenant Invoicing in Cloud

Overview

Tenant Invoicing

Tenancy invoices allow a user to create invoices for items that a tenant will pay to reimburse an owner or creditor in Reapit PM.

This process is independent of on-charging a bill to a tenancy. For information about on-charging see our Bills articles.

The process in this article include:

• Adding a Tenant Invoice
• Editing, Deleting and Writing off an Invoice

Note: There is a setting within Settings > Office, which allows a user to turn off the sending of recurring invoices to a tenant/s. Invoices will continue to get generated but will no longer get actually SENT upon invoice generation. This does not apply to the arrears workflow. Adding a Tenant Invoice

1. Navigate to Accounts > Invoices and select Create Invoice.

2. Search and select the Property.

3. Select the Tenancy, you can select from the current tenancy or a previous tenant.

4. Select to pay to the owner or direct to creditor & amend the due date.

5. Enter the dissection, description, attach a document if applicable and add the amount.

6. Multiple line items can be added or deleted.

7. Click Create & Send. The invoice can be resent any time from the Invoices interface.

1. The Invoice will appear in the Due list until payment is made, or the invoice is written off.
2. Once payment is made, or the invoice is written off it will appear in the Finalised list.

Editing, Deleting and Writing off an Invoice

1. Navigate to Accounts > Invoices and click into the desired invoice.

1. From within the Invoice select the three dots and choose whether to Write off, Edit or Delete.

1. Edit will allow you to update the invoice details and Save. Note: for recurring invoices it will not allow you to update property, tenant or dissection details.

2. Write off allows you to write off the balance of an invoice, a reason must be entered prior to clicking Confirm.

3. Delete will permanently remove the invoice record from PM. Click Delete.