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How to add Recurring Invoice for Owner in MiPropertyPortal?
Mi Property Portal |
0 step |
5 minutes
Access the **Admin Portal** by logging in.
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Go to "**Accounting**" under "Accounting & Reports" on the left navigation on Dashboard
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Click on **"Recurring Invoice"**
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Click on **"New Recurring Invoice"**
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Select the "**Owner**" option
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Select **"Property" and "Owner (Bill To)"** under Property, Unit & Owner Selection
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Fill in the required field under **"Title & Summary"**
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**Add an "Item", select the "Category", put "Quantity", "Unit", "Price". Also "Select a Tax". You can create another line "Item" by clicking on "Add another item"**
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Choose and Tick the appropriate box
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**Add Notes & Footer**
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Click on **"Next (Set Schedule)"**
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Select all the options properly by clicking on the **dropdown**
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Set the invoice status as "**APPROVED**"
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Click on "**Submit**"
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The status will appear as "**ACTIVE**"
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This is how "Demo Recurring Invoice - Owner" will look like
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Scroll down and notice the "Invoice summary"
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