Prepare service charge invoices (estate management)

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

• 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 by post or email

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:

• Store to PDF is usually automatically ticked
  This stores a PDF of the invoice in the Unit Details screen (see 4a)
• Print will be ticked for leaseholders who are set to receive their invoices by post
  As set in the Unit Details screen (see 4a)
  
  
• E-mail will be ticked for leaseholders who are set to receive their invoices by email
  As set in the Unit Details screen (see 4a)
  
  
• Click Proceed
  • You will be prompted to preview, and manually send the first email
  • You'll then be given the option to repeat this process OR to let the system complete the process automatically