Generating an Invoice for an Account

Use the Accounts module to generate an invoice for a selected account. You might do this, for example:

  • To answer a customer query about pending charges on their account.
  • To re-generate an invoice after adding payments, sales, special charges or adjustments. This is more efficient than re-generating all invoices from the Schedules module.

Note

You cannot issue an invoice from the Accounts module. Invoices are issued for all Properties from the Schedules Module.

See Generating and Issuing Invoices for more information.

To create an invoice for a single account:

  1. Click Accounts to open the Accounts module.
  2. Select the account for which you want to generate an invoice and choose Account > Generate Invoice from the menu.

The invoice will be generated and will appear on the Invoices tab with no Date Issued. Click the More Information button beside the invoice number to view the invoice details.