Domi Vera

Generate the month's invoices

Produce the draft invoices for a billing period from each lease's charges.

Start: Leases›the lease›Invoices Result: a draft invoice for the period, ready to review.

Invoices are generated per lease, from the lease’s own Invoices tab - not from one global button.

The Invoices tab of a lease, where the month's invoice is generated and approved.
A lease's Invoices tab

Steps

  1. Go to Leases and select the lease.
  2. Open its Invoices tab.
  3. Choose the billing period.
  4. Generate. The draft is built from the lease’s charges for that period.
  5. Check the preview.

If it will not generate

A variable charge is blank. An invoice cannot be issued while a variable charge for that period has no amount. Enter it - and if the answer really is nothing, enter 0.

The lease is a draft. Drafts are not billed. See start a lease.

Next

Review it, then approve - see review and approve a draft.

Regenerating an open draft rebuilds it from the current charges. That is safe: a draft is a working document and nothing has been issued yet.

Related

  • InvoicesA demand for a specific period. Draft while you check it, Issued once approved — and an issued invoice is never edited.
  • Charges and charge templatesA template is the reusable definition kept on the unit. A charge is a real line on one lease. Editing one never changes the other.
  • Review and approve a draft invoiceCheck a draft, then issue it - the point at which it becomes a fixed record.