CMS - How To: Invoice and Statement As a PDF Attachment

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:21 PM by Glennise Pretorius

1. Billing as PDF Attachments

Navigation: Community Level > Units > Unit Details > Customer


By default, invoices and statements that are sent out through the billing process have a link to the invoice and attachment that can then be downloaded to be a PDF, should the owner require a physical attachment of the statements/invoices.




Click on the relevant customer name or the corresponding pencil icon. In the owner section, click on the pencil icon to edit:



From the pop-up screen tick the billing pdf tick box and save the changes




On the Unit details page, a red PDF icon will display next to the owner's name, indicating that PDF billing has been enabled for this owner.


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