Generate Invoices via Existing Recurring Schedule

1. Go to Manage Invoices > Recurring Schedule.

2. Open the recurring schedule with Association Dues item type.

   • The schedule to be generated should match the current month's bill period.

3. Recurring Schedule screen will be displayed.

4. Review the following details:

   • Next Execution Date: The next billing date should be the current month's bill period 

   • Last Execution Date: The system should display the previous month's bill period 

   • Description: Enter the billing period description. If the billing period is the current month, please enter this format: "April 2023 Billing."

5. Click “Add Customer” to choose the unit owners to whom you want to apply this schedule. To add all customers, click the dropdown and select “Add All Customers.”

6. Unit owner details will be displayed

   • Account Number – Displays the account number of the added unit owner.

   • Customer Name – Displays the name of the added unit owner.

   • Property Name – Displays the property name of the added unit owner.

   • Total Amount – System-generated based on the association dues amount in Lot Inventory. If there are changes, update the association dues field in Lot Inventory.

   • Invoice – Displays the selected invoice type (e.g., Association Dues).

   • Description – Can be manually entered or copied by checking the header checkbox.

Note: If there are items to be removed, tap the ‘–’ remove icon to exclude the selected rows. Otherwise, tap the ‘–’ remove icon in the header section to remove all added owner details.

7. Click "Save" to finish.

Note: If you close a recurring schedule that has not been generated, its status will temporarily become inactive. To display the schedule again:

1. Tap the Status button on the upper-right corner of the screen.

2. From the list, select Inactive.

3. Browse the list and select the schedule.

4. Update the schedule and complete the invoice generation.

Generate and Release Invoices

1. Review the customer details. 

Note: If there are items to be removed, tap the ‘–’ remove icon to exclude the selected rows. Otherwise, tap the ‘–’ remove icon in the header section to remove all added owner details.

2. Run the schedule according to the set frequency.

3. Tap the "Generate and Release Invoice" button.

Note: The financial period for the current month must be set to Active for the Generate and Release Invoice button to be enabled (blue). Otherwise, invoice generation will not proceed.

4. Once invoices have been generated, details on the items table are removed and transferred to the invoices table.

5. Review the generated invoices.