Create Manual Invoices for Multiple Customers
Modified on: Fri, 8 Sep, 2023 at 8:42 AM
If you'd like to have the option of creating manual invoices at any time for all of your customers, please follow the steps below:
Choose Services from the main navigation panel on the left side of your screen
Click Add Service at the top of the screen
Type in "Manual Billing" for the name and add your price
Navigate to your "Properties" screen
Check "Select All" (except any prospects)
Click Add Standalone Service at the top of the page
Choose Manual Billing for both fields and click Save
Go to your "Unassigned Services" screen
Navigate to the "Active Invoices" screen
Now, you can add a new invoice manually for any customer or property without selecting a specific service.
Click +New Invoice at the top of the page
Choose "Manual Billing" for the program name
Choose "Manual Billing" for the service name
Now, enter the price for your invoice and click Submit
View and manage your new manual invoice from the "Active Invoices" screen
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