Invoicing

Learn how to create and manage invoices for your units.

Creating an Invoice

Manual Invoice

1. Go to a unit's page
2. Click "New Invoice"
3. Add line items with description, quantity, and price
4. Set the invoice period
5. Choose to send immediately or save as draft

Subscription Invoices

For recurring monthly charges:

1. Go to Subscriptions in your group
2. Click "New Subscription"
3. Select the billing day(s) of the month (typically just one day, e.g., the 1st)
4. Add products/services to include
5. Assign units to the subscription
6. Invoices will be generated automatically on the selected day(s)

Invoice Status

• Draft - Not yet sent, can be edited
• Sent - Delivered to the unit stakeholder, awaiting payment
• Paid - Fully paid
• Cancelled - Invoice was cancelled

Bulk Invoicing

Send the same invoice to multiple units:

1. Go to Invoices → Bulk
2. Select the units to invoice
3. Add your line items
4. Review and send

Products & Services

Create reusable products for faster invoicing:

1. Go to Products in your group
2. Add products like "Monthly Fee", "Parking", "Utilities"
3. Set default prices
4. Use products when creating invoices

Credit Notes

To refund or credit a unit:

1. Open the original invoice
2. Click "Create Credit Note"
3. Enter the amount and reason
4. The credit is applied to the unit balance

Invoice PDFs

All invoices generate professional PDFs that:

• Include your group branding
• Show line items and totals
• Can be downloaded or emailed