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How can I Activate automatic rental invoice generation for both property and tenant?
Tanvir Mahedi |
0 step |
3 minutes
Alert- To generate the rental invoice by the system automatically, both the property level flag and tenant level flag needs to remain turned on.
1
Log into the **Admin Portal**
2
Go to the **"Property Management" dropdown** under "**Administration**" on left navigation
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3
Click on "**Properties**" under **"Property Management" dropdown**
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4
Select the **dropdown** menu next to the **selected property.**
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5
Select the "**Edit**" icon.
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6
On the **property details**, you can see the "**Auto generate 'Rental Invoice**'" section. Uncheck the box next to **"Turn Off (Do not auto generate)**" to **enable/activate** auto-generation of rental invoices
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7
After completing the previous steps, select "**Save Info**."
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8
To enable Auto Generate Rental Invoice for the **tenant**, click on "**Tenant**" under "**Tenant Management" dropdown**
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9
Select the **tenant** and click on their name under the "**Name**" column.
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10
Navigate to the **Tenant Details page**, and then click on the **dropdown** menu labeled "**Action**" located on the right side of the screen.
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11
Select the "**Edit Tenant Info**" option.
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12
Click on the "**Yes**" field located below the "**Auto-generate rental invoice**" option.
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13
Click on "**Update**" to finish up
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