Ad-Hoc Bulk Create

We understand that creating precise invoices on time is crucial for the success of your business. However, we also recognize that manually generating invoices periodically can be a time-consuming and daunting task. To help you navigate through this process, we have ‘Ad-hoc bulk create’ in place:

To make the most of this feature, we've outlined some straightforward steps for you to follow:

• Access the Bulk Create Feature: Navigate to Core > Accounts > Bulk Create.

• Choose 'Ad Hoc Bulk' Invoices: Within the bulk create form, select 'Ad hoc bulk' invoices.

• Select Occupancy Status: Opt for 'Occupied' and 'Under notice' to send invoices to all active tenants.

• Add Invoice Details: Provide property details, invoice date, and due date.

• Invoice Type: Select 'Individual' to send separate invoices for each contract or 'Consolidated Invoice' to share a combined invoice for tenants with multiple contracts.

• Convenience Fee: Choose whether the convenience fee is inclusive or exclusive in the invoice.

• Product or Service Selection: Select 'Rent' as the product or service and specify the billing frequency (e.gMonthly).

• Define Month and Year: Indicate the month and year for which these invoices are being created and set the 'Billed at' field as 'Rent from tenant.'

• Automated Calculations: After these selections, the Rate and Column fields will be automatically populated in each invoice.

• Review and Confirm: Click 'Continue' to review the invoices on the next page.

• Submission: Once you've confirmed the details, proceed by clicking 'Continue' and then 'Submit' on the subsequent page.

By utilizing the Ad-hoc bulk create feature, you can effortlessly generate invoices for specific products or services, streamlining your invoicing process.

For a more comprehensive understanding of our product, we encourage you to explore our 'Automated bulk create' feature as well.

If you have any questions or require further assistance, please don't hesitate to reach out to our support team at support@monktechlabs.com