Posting a job via Invoice Only is when the work has already been completed and you need to process the invoice without sending a work order.
STEP1: On the main dashboard select "+ Job Post".
STEP 2: Click on the 'Invoice Only' button.
STEP 3: Fill in the maintenance request as you normally would. The tenant field is pre-populated, you may choose "Not Required". Click Next.
You can edit the details by clicking the 🖋️ icon on the right-hand side of every field. Once done, click Next.
STEP 4: In this step, you still need to assign the trade and click Next.
STEP 5: You can edit the details by clicking the 🖋️ icon on the right-hand side of every field. Once ready, click Post this Job Now.
STEP 6: You will then be able to upload the invoice, enter in the amount and reference number and confirm the job payer.
Tick the box, "Have you confirmed the invoice amount with the final invoice?" and click Approve.
Note: This is for invoice processing only. No maintenance request will be sent out to trades. The invoice will then sync to your trust account to process accordingly.