Manually Creating Invoices
In PlacePay, if you wanted to create a one-time (non-recurring) invoice OR you wanted to make changes to a future recurring invoice that has not yet been auto-generated, you would have selected the “+” button at the at the bottom of the invoice section.
In Innago, you can similarly create one-time invoices, and you can even set up recurring fees from the same screen. Just follow the instructions below:
1. From the Innago menu on the left, click ‘Income’.
2. In the top right corner, click ‘New Invoice’.
3. You must first choose a property, unit, lease, and the tenant(s) for whom you’d like to generate your invoice.
4. You’ll then need to add the details of your invoice, including the Invoice Type, Property and Unit, Amount due, and Description.
5. Once you fill out these details, hit ‘Create Invoice’.
In PlacePay, you would have followed the instructions below in order to edit a paid or an unpaid invoice:
Navigate to the Properties view and click the name of the lease you want to edit. At the bottom of the Lease Details window, you can see all current invoices. Click “Edit” to make changes.
In Innago, if you need to make any changes to a single invoice, you can follow these steps:
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Navigate to your Income page from your main menu.
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From the Income page, you’ll need to use your Filters to find the invoice you need to edit. Please note, by default, the date range will be limited to the current month. The mobile app will present you with different “status filter tiles” that you can tap on when you first vist the Income page, but you can also use the direct filter tool as well.
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Results will be grouped by property by default, so you’ll want to click or tap on the property/unit that is associated with the invoice. The result will expand and list any invoices that fit your filter criteria. When you find the invoice you’re looking to update, click/tap on it.
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On the invoice, you should see the option on the right hand side to click “Edit Invoice” if using a web browser.
If you’re on the mobile app, you’ll tap on the existing line item you want to edit under the Items section, and then tap the “Edit” button. You can also tap “Add an item” to add any new line items. Please note, the option to edit the due date is not available on the mobile app.
5. After you’ve made your changes, make sure you click “Save” via web browser or confirm the change via mobile app to finalize your changes!
Now you’re all set! The invoice will be updated immediately, and the changes will also immediately apply to the tenant’s dashboard as well.