1. Manual Customer Invoice

Navigation: Community Level > Finances > Customer > Invoice

1.1 Create Invoice

The following screen will appear the first fields are required

• Customer: Select the relevant Customer
• Bank Account: Which bank account details should appear on the Customer Invoice
• Date: Date of the Invoice 
• Due Date: When the Invoice is due to be paid.
• Upload File: This is to upload additional documentation to support the customer invoice. (max 1 file)

Choose the relevant Account/Ledger, add a Description, and add the Quantity and the Price. If more rows are needed, simply click on Add row:

Should this Invoice be emailed to the customer, tick the box next to E-mail invoice. The option to have this email sent to yourself or have it sent to any other email address can be ticked.

Click on Create Invoice

1.2 Delete a Customer Invoice

Navigation: Community Level > Finance > Customer > Credit Note

There is no option to "delete" an invoice. To remove the invoice to be raised a credit note will need to be raised.

Complete the first section of the page

• Customer: Select the relevant Customer
• Date: The date in which financial period this credit note will reflect
• Credit note Reason: The reason for the credit note

• Does this Credit note apply to a specific invoice: If a credit note needs to be raised for a specific invoice then select "Yes" and click on the dropdown list to select the relevant invoice. If no is selected the credit note will credit the customer account as a whole.

As soon as a certain invoice is chosen, all line items of the credit note will already be populated in the blue box.

Here the invoice can either be partially credited or credited as a whole, this is done by ticking either on the Select All option or individually ticking the line item/s which needs to be credited.

Whatever option is selected, WeconnectU will automatically populate the credit note fields.

Choose if this credit note and statement need to be emailed to the customer. If applicable, toggle the option to have this email sent to the property management agent or have it sent to any other email address.

Once completed, click on Create Credit Note.

2 Recurring Customer Invoices

Navigation: Community Level > Finances > Customer > Recurring Invoices

Recurring Customer Invoices are typically used in the instance of third-party companies in which monthly fees must be raised for the community. These are not owners.

2.1 Create Recurring Invoice

Click on the New Invoice in the right-hand corner.

The following screen will appear, all fields are required fields that need to be completed.

• Customer: Select the relevant Third Party Customer
• Description: To describe the type of recurring invoice
• Start Date: The date from when this recurring invoice should commend
• End Date: The date at which the recurrence of this invoice should end.
• Invoice Date: The date on which this invoice should be raised monthly.
• Generate and Send Date: The date on which the system creates the Invoice and automatically sends the invoice to the customer. The generation date must be on or before the invoice date.
• Email to: The email address to which the recurring invoice should be sent, there are two additional email fields should more than one party receive this invoice.

Choose the relevant Account/Ledger, add a Description, and add the Quantity and the Price. If more rows are needed, simply click on Add row:

Once the Invoice has been created invoice will reflect under the Current tab. This indicates which recurring invoices are currently still "active" and once the End Date has been reached the recurring invoice will be listed under the Completed tab.

2.2 Delete Recurring Invoice

There is no option to "delete" a recurring invoice. To remove the recurring invoice to be raised, click on the pencil icon to the far right.

Simply change the End Date to a date that has already passed and click Update Invoice.