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
- Click Submit
- 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
- Filter for "Manual Billing"
- Check the Select All box
- Click Delete Services
- 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