Commercial Property Management: Viewing Tenant Balance When Issuing Invoices Procedures F11 > Issue Tenant Invoices
You can now view the tenant balance when issuing commercial
tenant invoices for Rent and Outgoings using the Procedures F11 > Issue
Tenant Invoices option.
How It Works
When generating monthly tenant invoices, the system displays
the trust balance for each tenant. This allows you to settle any outstanding
invoices before sending them via email.
Steps to Use
- Access the Procedures F11 > Issue Tenant Invoices option.
- Identify an invoice where the tenant has a trust balance.
- Open the invoice, and a prompt will appear asking if you want to use the tenant’s balance to pay off the invoice.
- Confirm the action, and the system will pay off the balance before emailing the invoice to the tenant.
This feature streamlines invoice management and ensures
accurate payments.
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