How to set up instalments for your invoices?
STEP 1:
Once you've found your invoice, scroll down to the bottom and click '+ Add Invoice Instalment.' This will give you the option to choose an instalment period, which can be quarterly, annually, or monthly depending on your invoice.
STEP 2:
Once you've clicked the relevant installment period, the system will present the future installments. These can be edited or deleted if needed.
STEP 3:
Once happy with the setup, click 'Save.' This will then apply those changes to the specific invoice.
Note: All invoices in the recurring invoice section will only be visible within 30 days of the due date. They will be visible under the recurring tab in the property search and also in Insights under the 'Instalments' tab. If we get the invoice and that is matched to what was setup then the invoice will go into the approved category. If we don't receive an invoice the created recurring on will remain in the recurring category until approved.
