Domi Vera

The month's invoice

Each lease's invoice for the month is built from its charges and kept up to date as you work. Every change is saved as a version.

Start: Leases›the lease›Invoices Result: the month’s invoice, checked and ready to approve.

Each lease has its own invoice for the month, on the lease’s Invoices tab. It is built from the lease’s charges and updates as soon as anything it is built from changes: a charge, a monthly amount, a reading, the rent. There is no regenerate step: a draft keeps itself up to date.

The draft itself is created on your company’s invoice generation day. Before then the tab shows the same invoice, worked out live. To have it sooner, press Generate draft: the draft is created and saved as version 1, so you can preview the statement with it included before you approve.

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 month.
  4. Fill in the month’s figures: variable amounts, readings.
  5. Check the invoice.
  6. Optionally, press Generate draft to save it as a version and preview the statement before approving. (Shown only while the month has no draft yet; on the Statement tab too.)

Versions

Once the month’s draft exists, every change to it is saved as a version: who made it, when, what changed, and the new total. Find them under History → Versions.

  • View shows an earlier version, read-only.
  • Restore puts the lease’s charges and that month’s figures back as they were. The restore is saved as a new version, so you can always go back again. The rent and the lease dates are not changed by a restore: they have their own history.

If it cannot be approved

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.

Approve works whether or not the month’s draft exists yet: if it does not, it is created and approved in one step.

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.