Invoicing Units: Rental Units Charge Generation

The Bulk line item charge generation form is used to create charges for rental units. This form always be opened from the Main Menu: Invoicing > Invoice Bulk Line Item Posting.

Steps

1) Enter information in the fields with a yellow background color.

a) In the Invoice date, enter the date that you want to appear on the invoice.

b) Close date is when you want to end the billing cycle.

c) Choose advance or arrears depending on how you want to bill.

d) Choose if you are billing pro-rated, or fixed billing.

e) Make sure that there is a dot in Post Invoice.

f) Then click the Post button.

g) If a message pops up that says no charges generated, please check dates! This is due to the Bill To date on the unit.

2) The Invoice Generation screen will appear.

3) Click the Post button.

4) You will see an invoice.

5) Click the print icon and now the document will print.