Invoices
Rio
Registered User ✭
We have a customer who wants us to send her invoices foe 6 months ahead of time, all at once. I know how to generate an invoice for the next bill cycle, but could not figure out how to create 6 separate invoices with 6 different dates.
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MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭First you have to add all 6 months of charges to the account and save them. Then, go to Invoicing-Manually Create Invoice. Then create an invoice for each month and change the due date over on the right side and print or email it. The invoice date will be the date you create it, but the due date will be whatever you tell Sitelink to use.0
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MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭OR
Just tell them that's outside of the ability of your software if you don't want to mess with it!1 -
Does she want to pay monthly or pay the 6 months. Regardless I would change ledger setting to semi annual and send one invoice for 6 months. If paying monthly she can just make copies??? However when creating the semi annual invoice it will show the full amount on her account when you pull up payments. That causes us confusion for tenants who decide to pay monthly after invoice has been created.
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