Page Comparison

1. Access option from main menu

From the main menu:

• Click Estate
  
  
• Select Daily Accounts Processes
  
  
• Click Prepare Service Charge Invoices

2. Prepare invoices

This screen will display all invoices that are due, broken down by estate, alongside the period they were created for and what budget year the charges fall into

Image Added

• Clicking the + icon next to an entry shows the breakdown of what is being invoiced by unit
  
  
• Warnings displays any issues, such as missing leaseholder details
  
  

3. Post invoices

• Ensure the required invoices are checked
  
  
• Click Post
  
  The system will process all the selected invoices and confirm when they have been posted
  
  See screen in next step
  

4. Send invoices to leaseholders

Posted invoices will be shown with a green tick beside them and the invoice number added to the Invoice column

• Click Print
  
  Output Options are displayed, giving the option to store, print and/or email the invoices
  
  
• Tick E-mail
  You will be prompted to preview, and manually send the first email, then given the choice to keep previewing and manually sending or let the system complete the process automatically