How to load a once-off invoice

There are two different types of invoices :

Monthly recurring invoices (Rent, Commission, Municipal accounts);
- Monthly recurring invoices are managed through Billing Rules and your Billing Schedule.
Once-off or ad-hoc invoices (Pro-rata Rent, Fines, Maintenance etc.);
- Once-off or ad-hoc invoices are loaded as manual transactions in the account itself.

This article focusses on the steps to load a once-off or ad-hoc invoices.

View the account you want to load the invoice for from the Accounts Dashboard.
If the invoice is payable by the tenant, you will work on the Tenant Account. If payable by the landlord, you will load it on the Landlord Expense Account.
On the applicable Account, make sure you are in the Transactions tab (vertical tab on the left) and click "Add Transaction"

Type - Either an Invoice, Debit, or Credit note. Debit and Credit notes are ONLY used for opening balances and corrections if necessary.
Effective date - This is the date that will display on the statement as the day this debt is due.
Category - Select the category you wish to group this invoice under.
Description - This is what the Tenant/Landlord will see on their statement, so feel free to add any additional descriptions you want to display on the invoice.
VAT Type - There are a few options to choose from. If you select "No VAT", no VAT will be loaded on the invoice. When selecting any other VAT option, also remember to specify if the amount you entered must be including/excluding VAT by ticking and unticking the VAT box.
Create the invoice
Note - When creating an Invoice in the system, the Invoice is not sent out to the tenant/landlord - they will only see this on their statement once it has been sent by you.