How to Create a Bill or Invoice from Service Request

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