My Accounting Managing Invoices Estimated reading: 4 minutes 1239 views To access your invoices, simply open the Menu, click Accounting and select Invoice.Here, you will be able to have an overview of all the invoices generated by the system, as well as by your team. You can also easily filter through your invoices via the filter button in the top right corner.To add an invoice, simply press the New Invoice button in the top left corner and follow the following instructions 1. Open the Menu on your left and click “Accounting”. 2. Select “Invoice”. 3. Click “+ New Invoice”. 4. Select the tenant whom you wish to bill the invoice to. 5. Select the invoice date intended and key in any relevant remarks. 6. Click “Add Item” to add items to the invoice. 7. Select the item and key in the quantity. 8. Key in the unit price and select the relevant tax (if any). 9. Key in any relevant remarks in the description and click “Save”. 10. Scroll down and click “Save” to save the whole invoice. 11. Change the status from “Draft” to “Confirmed”. 12. Scroll down and click “Save” to complete the creation of the invoice. Frequently Asked Questions (FAQ) How to create an invoice to the tenant? In the Menu on your left, click “Tenancy”.Select the tenancy of the tenant you wish to create an invoice for.At the top row, select the “Invoice” tab.Then, click the “+ Invoice” button.Click the “Add Item” button and proceed to key in the details of the item.You can select the “Item”, adjust the “Quantity”, “Unit Price”, “Tax” and key in any relevant description for the item before clicking the “Save” button.Change the invoice status from “Draft” to “Confirmed” then press the “Save” button. How to update/revert the invoice payment manually? In the Menu on your left, click “Tenancy”.Select the tenancy of the tenant you wish to update/revert an invoice for.At the top row, select the “Invoice” tab.Then, click the invoice you wish to update/revert.If the invoice is unpaid, click “Make Payment” and upload the proof of payment. If the invoice is paid, click “Revert Payment” and write the relevant remarks. Do note, only invoices that are manually marked as paid can be reverted. How to make an online payment for an invoice? As a tenant, find the invoice you wish to make payment for on your Dashboard.Click the “Pay Now” button on the relevant invoice.Click the “Make Payment” button and you will be redirected to the payment page.Select your preferred payment method and fill in your payment details accordingly.Click “Pay RMXXX”. How to edit/delete/add item(s) into an invoice? In the Menu on your left, click “Tenancy”.Select the tenancy of the tenant you wish to edit/delete/add item(s) to an invoice for.At the top row, select the “Invoice” tab.Then, click the invoice you wish to update/revert.Change the invoice status from “Confirmed” to “Draft” then press the “Save button.Add or remove items from the invoice accordingly.Change the invoice status from “Draft” to Confirmed” then press the “Save” button. How to void an invoice? In the Menu on your left, click “Tenancy”.Select the tenancy of the tenant you wish to edit/delete/add item(s) to an invoice for.At the top row, select the “Invoice” tab.Then, click the invoice you wish to void.Change the invoice status from “Confirmed” to “Void” then press the “Save button.
