In YouRENT, in order to have a precise view and history of the situation of all our tenants, any amount claimed from a tenant goes through an invoice..
These invoices can be sent or not depending on their type:
• Rent calls: automatically generated by the system at each due date, generally not sent to the tenant, even if this may be the case, especially for professional tenants.
• Charges: generated on demand and systematically sent to the tenant.
• Others: You can bill anything to the tenant, in this case, the processing of the invoice is manual.
Manually create an invoice:
To manually generate an invoice, go to the "Tenancies > Tenants invoices" menu and click on the Create button.
Fill in the invoice as desired.
Then click on the save and validate buttons (this assigns a number to the invoice)
Then click on "Send by email" to send your invoice to the tenant.
How to generate invoices in batches?
The calls for rent are generated automatically by the system at each due date. So you have nothing to do.
However, it may occur that you want to prematurely issue a bill, for example, if you bring in a tenant who only arrives in a month and you want to show him his first call for rent.
In this case, select the tenancy for this tenant from the list of tenancies.
Go to the "Invoicing" tab and click on the button. Generate invoices
You are then redirected to the bill which you can print or send directly to the tenant.
To generate invoice in batches, you must select the tenancies to be invoiced in the list view, then click the "Action" button and finally “Generate invoices”. This functionality is only available in developer mode because it should, in principle, never be used.
You can consult the selected tenancies and here the invoices have been generated.
How to generate invoices from the tenancy?
The system has a scheduled task that generates tenancy invoices respecting the invoicing type.
If the beginning of the month arrives then an invoice will be added to the "open invoices".
You can view all invoices from the Invoices button (for this example the system has already generated invoices and are not in open state)