To raise a new account invoice

The procedure to raise a new account invoice is as follows:

1. Navigate to Quick Menu > Rents > Invoicing > Account Invoices Details. The Account Invoice Details window is displayed.
2. Click on New Invoice 1. All fields are activated ready for data entry.
3. Select the Account reference pertinent to the new invoice using the spy-glass icon (). The Search Account window is displayed.
4. Enter sufficient account details into the search fields provided and click on Search. All possible matches are returned in the Accounts summary table.
5. Double-click on the row containing the exact record match or enter alternative search criteria to refine the results subset. The unique identifier for the selected account is displayed against the Account reference caption; the responsible party is also transferred to the adjacent field.
6. Optionally, to analyse the details of the selected account, click on View Account.
7. Using the Invoice type drop-down field, select the parameter value appropriate for the billing document e.g. Tenant Repair Recharges, Private Landlord Recharges, etc. 2.
8. Use the Comments field to add any contextual information relevant to the account invoice.
9. Click on Save. The Invoice reference field is automatically populated with the next sequential number, and the new entry appears in the alphabetical list, underneath the intended recipient.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Invoice button is inactive.

2 These custom values can be populated by the end user via the general lookup parameter entitled Account Invoice Type.

See related topics...

Rents account invoice management overview

To add detail lines to an account invoice