1. Click on “Service Request” under “Tenant Management” dropdown

2. Find the specific service request you’re working with, then click on the “View Details” icon

3. Click on the “More Action” dropdown

4. Choose either “Create Bill” or “Create Invoice.” Let’s create a bill for this one

5. The property, unit, and vendor details will be pre-selected

6. Fill in the required information in the empty fields under “Title & Summary”

7. Ensure that the “Bill To” information is accurate. Make any necessary changes here

8. Enter the “Item name”, choose a “Category”, and fill in the “Quantity”, “Unit”, “Price”, “Amount” and “Description”

9. Click on “Add another item” to include more items if needed

10. Add any “Notes” or “Footer” details as required

11. Under Documents & Private Documents, upload any relevant documents by clicking on “Browse for Document”

12. If applicable, mark the “Capital Expense” box 

13. Finalize the bill creation process by clicking on “Save & Approve”

14. Once saved, scroll down to confirm that the bill has been created successfully

15. Review the preview of the Bill for the specific service request along with the summary

16. Click on “Bill” under “Accounting & Reports” on the left navigation to view all bills

17. The newly created bill will be visible in top of the Bill List View Page