The steps below show you how to view a list of invoices on the Organiser that are waiting to be updated. You'll also understand the difference between Invoices to Post and Rents to Calculate, which appear as two separate lists:
- Invoices to Post
- Invoices for Rents to Calculate
This article includes:
View Invoices on the Organiser
- Click Reporting on the main toolbar
- Click Organiser on the dropdown menu
- Alternatively click the folded page icon on the toolbar
- The Organiser will display a side menu with a total number for
- Invoices to Post
- Invoices for Rents to Calculate
- Click View
- The Invoices in the list are waiting to be printed or emailed
- Items in red are overdue
- Items due to be raised soon show how many days it is until they are due to be raised
Invoices to Post
These are Invoices held within the Invoices button of a Contact record. They don't have Calc ticked and therefore need to be raised manually, either individually or all at once.
- Click Reporting on the main toolbar
- Click Organiser on the dropdown menu
- Alternatively click the folded page icon on the toolbar
- The Organiser will display a side menu with a total number for
- Invoices to Post
- Invoices for Rents to Calculate
- Click View
- Click on the end of a line to highlight it in blue
- Double click on the end of the highlighted line to open the corresponding record
- Click Invoice
- Invoices to Post will be highlighted yellow
- Click Preview - To view the Invoice
- Send Options - Click the preferred option to send or untick to not send
- Click Update
- An actual invoice will be created for these when updated from the corresponding Information record
- A copy of the invoice will be saved in the History Log where it can be viewed and emailed
- Each invoice will be assigned an invoice number
Rents to Calculate
These are Invoices held within the Invoice button of a Tenancy/Tenant record, which have Calc ticked.
An automated process is carried out to update all your Rents to Calculate ready for you to receipt in monies.
For more information on How do I calculate rents and what is their meaning, click here
Alternatively, you can post multiple invoices at the same time and tick to include Rents to Calculate.
For more information on How can I raise multiple invoices at once, click here