How to Bulk Invoice Tenants

Overview

• Purpose: How to do multiple Invoices to tenants at one time. 
• Target Audience: Property managers, accounting staff, and admins.

Step by Step

• Accounting Tab > Receivables > "Create Bill" 

•  Creating a Bill

• • Click on “Create Bill” in the right hand corner
  • Fill out the details such as:
    • Property you are billing from
    • Tenant you are billing to
    • Post dates and due dates as needed 
    • (Invoice number is generated automatically)
  • Choose a GL account
  • Input the payment description and amount.
    • Add notes and attachments if needed.
      
      

• Saving the invoice by clicking
  • “Save” to a new receivable invoice.
  • “Save and New” to save the current invoice and generate a different one.
  • “Save and Copy” to save the current invoice and duplicate.
• Managing Invoices
  • Edit details of the invoice using the "Actions" button.
    • “Mark as paid”  when payment has been made outside of Revela
    • “Waive” when you decide not to collect the money from a chapter, but still record it in other accounts such as expenses or bad debt.
    • “Void” when you want to cancel the invoice and reverse the process of creating the bill.
    • “Edit” to make adjustments to invoice
• Setting a Billing Schedule
  • Schedule recurring invoices by specifying frequency and duration.
  • Save the schedule to automate future billings.
  • Cancel or stop scheduled invoices if needed.

• Details
  • Access journal entry details to see account information for the transaction.
  • View all previous activities made to the invoice under the “History” section when you scroll all the way down.
  • Each blue text will have a hyperlink that takes you to the necessary fields.

Video Link