How to create a tenancy invoice for property users?
STEP 1:
Click on the specific invoice for which you want to create a tenancy invoice, and you'll see an option to '+ Create a tenancy invoice' at the bottom.
STEP 2:
After clicking '+ Create a tenancy invoice,' you'll notice that the details have been pre-filled based on the usage charges on that specific invoice. You can also make changes to the details if necessary.
STEP 3:
Once finished, click 'Save,' and the changes will be applied to that specific invoice.
STEP 4:
When the invoice is 'Approved,' this tenant invoice will be automatically created in your property management software.
Note: Invoice Automate only creates the tenant invoice, it does not send any invoice or email communication to the tenant. This is done via the property management software.
Property Tree Users
If you are using Property Tree, the tenancy invoice creation for water usage invoices will automatically create based on 'Charge Tenants Water Usage' setting. If this is enabled as 'Yes', than Invoice Automate will create this tenant invoice for you to be reviewed.
You will see a tag up the top of the invoice details screen, 'Water Usage Charge Enabled' along with the water usage kiloliter amount.
Property Tree Tenant Setting for Water Usage
