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How to Create a Bill or Invoice from Service Request
Mi Property Portal
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0 step
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4 minutes
Mipropertyportal
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Access the **Admin Portal** by logging in.
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Click on the "**Tenant Management" dropdown** under "Administration" on the left navigation
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Click on **"Service Request"**
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Search for a Service Request, click on the **"View Details"** icon
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Click on "**More Action" dropdown** on the top far right
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Click on either "**Create Bill" or "Create Invoice**". Let's see for **Bill** in the next slide by clicking on "**Create Bill"**
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The **Property, Unit & Vendor** will be pre-selected when the bill is being created from a Service Request
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Fill in the empty field under "**Title & Summary"**
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The **"Bill To \***" will be pre-selected. Make any changes if required
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**Fill out the information about the Item, select a Category, put the Quantity, Price, Amount, Description**
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Select a **Tax** by clicking on the dropdown
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Click on "**Add another item**" to add more items
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Check the total amount
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**Add a Note & a Footer** if it applies
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Under Documents & Private Documents click on **"Browse for Document"** to upload any document to attach it to the bill, from the device
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Click on "**Capital Expense**" box, if appropriate
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Click on "**Save & Approve"**
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The Bill is Created. Scroll down
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The preview "Bill for service request #20924WHLJ"
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The preview of the "Bill summary"
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Click on "Bill" under "Accounting & Reports" on the left navigation
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The New Created Bill will appear here
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