1. Click Invoices.

2. Select Sales Invoice.

3. Click New Sales Invoice.

4. Click the From Company and select a company from the list.

5. Click the To Company and select a company from the list.

6. Select the account to use.

Note: All peach coloured fields are mandatory.

7. Tick Generate Management Invoice.

Note: The management fee is determined by the percentage established in the company Management Charge % field. The default is set to 1.5%. For instructions on adjusting the percentage amount, click here.

8. Enter the Days Grace amount.

9. Select the invoice date.

10. Select a Property.

11. Select a Unit. 

12. The Account populates when selecting the To Company, but you can click the drop down list to select a different account.

13. Enter a Narrative.

14. Enter the Net amount.

15. Click Proforma Invoice. The Management Invoice generates and can be viewed in the main Invoices screen, the Company Invoices tab, or the Contact Invoices tab.

Introduced in version 2015.11.12.1969