Invoice Management (Premium)
Feature Overview
The Invoice Managment feature allows team members to keep track of invoices by uploading, marking as paid and forwarding to the accounts team for payment. This enables the admin portal to act as a source of truth, allowing administrators to manage the entire maintenance workflow seamlessly within the platform, eliminating the need for a separate maintenance program, simplifying access through a single login.
Invoice Management
Uploading an invoice
To add an invoice to a maintenance job, navigate to the job, click related and then under the invoice heading.
You will be prompted to add the invoice and complete the invoice details.
Once completed, press save.
Editing an invoice
Once the invoice has been loaded against the maintenance request it can be accessed and edited through the invoice tab on the left hand menu panel.
Approving and Sending an Invoice for Payment
Approving and Sending invoices to your accounts team to pay through their accounting software can be done in bulk. To do this, select the ones that you would like to pay, click on the bulk actions button in the top right and select Send to Email.
You will be asked if you would like to approve the invoices prior to sending - simply select Approve and Send.
The invoices will be sent via email to the accounts email address that has been configured in the building settings tab.
The invoices will also move to the approved tab. From here you can bulk select the invoices and mark them as paid.
