Setup Automatic Invoices

This tutorial will go over how to setup automatic invoices. These are invoices that will automatically post once a month, every two weeks, or every week.

Step 1 - In the People Search box on the dashboard, type in your resident's name that you want to add an invoice for. When their name pulls up, click on it.

Step 2 - When you are on your resident's profile page, go down to the box titled Recurring Transactions. Click on the green (or blue) 'Add' button.

Step 3 - Fill in the invoice information. Then select 'Save Changes.'

The First Posting Date you listed is when the invoice will start running and determines future invoices. For example, if you want your resident's rent to be due on the 28th, you would put that in the First Posting Date. All rent in the future would then show as being due on the 28th. 

Step 4 - You will see invoices show up in the Payment/Charges History box. When your resident pays their rent through Smart Housing, this box will also show their payments.