✨ Feature exclusive to the Ultimate Plan!
Once you have created the payments and the recipients, you will be able to create invoices for your recipients. To do so, you will need to follow the below steps:
- Go to your Main Menu in the top left corner and select PM Modules.
- Click Owner statements from the left menu bar.
- Go to your Statements, and click Details.
- Then, select See Payments.
- Then click on the Recipient you want to create the invoice for.
- Now select Generate Invoice.
💡 Note: Keep in mind that once you generate the invoice, you cannot make any more changes to the payments. - In the next step, you will be able to select the language in which you want the invoice to be created, as well as the invoice date.
💡 Note: The issuer of the invoice is the payment's recipient, as you will be invoicing the services of that recipient. The VAT amount shown in the payment will be automatically the one set up in the Recipient’s Strategy, however, you can manually edit it here if needed. - Then, you can select the Receiver of the invoice.
- Once you click Save, the invoice will be generated automatically.
💡 Note: If necessary, you can always edit the invoice after creating it or create a rectification. - Now, you will be able to Download the payment including the invoices and attachments or send it directly to anyone you want to.
💡 Note: You can add a custom text as a footer to the recipient invoices by going to Recipients > Details > Edit Information and Strategy > Footer information for Invoices.