How to Create a Bill or Invoice from Service Request?
43 views 0 December 1, 2022 Updated on September 29, 2024 mippsupportadmin
1. Click on “Tenant Management” section under “Administration”
2. Select “Service Request”
3. Search for the specific service request and click on the “View Details” icon
4. Click on the “More Action” dropdown
5. Choose either “Create Bill” or “Create Invoice”
6. The property, unit, and vendor details will be pre-selected when creating a bill from a service request
7. Fill in the required information in the empty fields under “Title & Summary.”
8. Ensure that the “Bill To *” information
9. Enter information
10. Click on “Add another item”
11. Add any necessary notes or footer details as required
12. Under Documents & Private Documents, upload any relevant documents by clicking on “Browse for Document.”
13. If applicable, mark the “Capital Expense” box accordingly
14. Finalize the bill creation process by clicking on “Save & Approve.”
15. Once saved, scroll down to confirm
16. Review the preview of the bill
17. Click on “Bill” under “Accounting & Reports”
18. The newly created bill will be visible
19. Thanks for Watching
