How To Use Automated 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 ‘Automated 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 'Automated Bulk' Invoices: Within the bulk create form, select 'Automated 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.

• Billing Frequency: Ensure 'Billed' is set to 'Monthly.'

• Automated Bulk Invoicing: Our system automatically captures all services, including rent, associated with each contract and consolidates them into a single invoice for your convenience.

• 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 Automated bulk create feature, you can effortlessly generate invoices for all the services added in each contract without the need to manually cross-verify and add them individually to each invoice.

For a more comprehensive understanding of our product, we encourage you to explore our ‘Invoice reminders’ 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