Generate Next Invoice

How to Generate the Next Invoice for a Contract?

Follow these steps to generate the next invoice for a specific contract. This process includes options to customize the invoice duration, prorate settings, and email notifications.

Step 1: Access the Contract Detail Page:
  1. Navigate to the Contract Detail Page for the specific contract and locate the "Generate Next Invoice" button to generate the next invoice for the next billing period.



Step 2: Customize the Next Invoice:
  1. After clicking the button, you will be redirected to the Invoice Generation page.


2.1. Add Additional Months:
  1. On this page, you have the option to add additional months to the invoice if the tenant requests an invoice for multiple months in advance.


2.2. Change Pro-rata Type:
  1. You also have the provision to change the prorate type. The available options include:

    1. No Pro-rata: Waives off the current month’s rent and generates an invoice for the next month’s rent (prepay).
    2. Pro-rata + Remaining Month Rent (Prepay): Includes the prorated amount for the current month and the full rent for the next month (prepay).
    3. Pro-rata Prior to Upcoming Cycle (Prepay): Charges for the prorated period until the end of current month (prepay).

Step 3: Manage Email Notifications:
  1. You can choose to enable or disable the email notification feature. If enabled, the tenant will receive an email with the invoice attached once it’s generated.


Step 4: Generate the Next Invoice:
  1. After customizing the invoice and setting your preferences, click on the "Generate Next Invoice" button to generate the invoice.


By following these steps, you can efficiently generate the next invoice for a contract, ensuring that the invoice reflects the correct billing cycle, prorate settings, and any additional months requested by the tenant. You also have control over whether an email notification is sent to the tenant, making this process flexible and user-friendly.

    • Related Articles

    • How to Generate a Custom Invoice?

      The custom invoice feature allows users to create invoices for any customer, whether they have an active contract or not. Method 1: From Contact Listing or Specific Contact Detail Page: Navigate to Contact Listing or Specific Contact Detail Page: ...

    • How to generate payment link for unpaid invoice?

      Generating a payment link for your customers to pay unpaid invoices can be done in three different ways. Method 1: Generate a Consolidated Payment Link for Multiple Unpaid Invoices: Navigate to the Contract Detail Page: Go to the Contract Detail Page ...

    • Contract Detail Page Overview

      The Contract Detail Page provides a detailed overview of your tenant's rental contract, offering essential information for efficiently managing and tracking rental agreements. This guide will walk you through the key and basic contract information. ...

    • How to Cancel an Invoice?

      Invoices can be cancelled by generating a credit note. You can either cancel an entire invoice or cancel a specific line item from the invoice by creating a credit note. To Cancel the Full Invoice: Navigate to the Invoice Detail Page: Go to the ...

    • How to Add Insurance to an Active Contract?

      To ensure that tenants' belongings are protected, you can easily add an insurance policy to an active contract. Follow these steps to add insurance coverage: Step 1: Access the Contract Detail Page: Navigate to the Contract Detail Page for the ...