Now let’s check out, How to create an Owner Invoice. So, let’s get started!
Go to manage.mipropertyportal.com
1. Select “Invoice” from the “Accounting dropdown”, located under the Accounting & Reports section.
2. Click on “Owner Invoice”
3. Under this section, select a “Property”, an “Owner”, and a “Bill To” profile from the dropdowns
4. Enter a “Title” and a “Summary” in their respective fields
5. Fill out all the empty fields with the necessary details, here
6. Enter an “Item Name”, select a “Category”, and input the ” Quantity”, “Unit”, and “Price”. Once the price is entered, the Amount will automatically be calculated. Add a Description (Optional). Select a Tax from the dropdown
7. Add an additional item, by clicking here
8. Choose to “Auto Adjust from Owner Payout” by ticking the small box, or select the “Do Not Adjust, Owner Will Pay” option
9. Here, the Subtotal, Tax, and Total will be automatically calculated and displayed here
10. Add any notes for the invoice (Optional)
11. In the Footer section, add a Footer Message (Optional). Attach relevant documents by browsing the documents (Optional). Add a memo (Optional)
12. Finally, either Save as Draft to review it later, or Save and Approve, to successfully create the invoice
13. Check Status on the redirected page. Or, scroll down, using the right-side scrollbar to view the full invoice
14. This is the Demo Invoice View
15. To view the invoice anytime, go to the Invoice option, inside the accounting module
In this video, I’ve explained step by step process to create an Owner Invoice. How about we get to the next one?