Maintaining invoices for A/R accounts

Use the Invoices tab to maintain Invoices for A/R accounts.

To maintain and perform various invoice operations:

  1. Select Account Receivable > Property A/R Accounts > Invoices.
  2. Select an invoice.
    Note:  The application displays the Lease Number if the invoice is generated from a lease.
  3. Click Actions to perform the following operations:
    • Invoice Details: Use the Invoice Details pop-up to view the details of an invoice. When multiple charges are consolidated into a single invoice, the Invoice Details pop-up displays all the charges that constitute the invoice. The PO / Reference field refers to the invoice charges for purchase order (PO) or other reference.
    • Print Invoice: Use the Print Invoice option to print A/R invoices.
    • Post Adjustment: Use the Post Adjustment pop-up to adjust an existing invoice on an A/R account. You can adjust only if the invoice is not fully paid yet.
    • Match Credit: If you select a credit invoice, the enables the Match Credit button. Use the Match Payments pop-up to manually match credit invoices to debit invoices on an A/R account. You can search for the invoice that must be paid. Specify a value in the Amount to Apply field and the invoice is automatically matched by the system to the credit invoice that you selected.
    • Applied Payments: Use the Applied Payments pop-up to view the payments that are applied to an invoice.
    • Delete Invoice: Use the Delete Invoice option to modify the status of an invoice to Deleted. The application sets the related charges back as un-billed.