How to Email Invoices:
Navigation: Maintenance, Tickets
- Click on Maintenance, Click on Ticket
- Find the required ticket by using filters and/or the Search function
Click on View
Navigation: Documents folder
- Navigate to the Invoice, click on Email
Select the Landlord as recipient
Search Saved Replies for Invoice.
Select Invoice Attached Email
The email body will populate with the saved reply, customising it with the required details.
Click Send
The Activity Log will update.
Set Ticket Phase as Awaiting Payment, then set Next To-do date
Click Save
The Activity Log will update.
Landlord must now make payment and send proof of payment by the next To-Do date.
Replying to email will automatically update the Activity log, otherwise use New Note / Activity to manually add the information.
Identify the uploaded document as a Notice
Once proof of payment has been processed, clear the To-Do, set the Ticket Phase to Payment Finalized.
Click Save
Set Communication Scenario to Maintenance Completed
Optional:
Click on Show Contracted Values & Insurance Details
Insert the Contracted Value (Invoice amount), Payment Responsibility and Insurance Details (if necessary).
Click Save
Inserting a Contracted Value will write that amount to the Service Provider's records (available under Reporting for PremiumPlus subscribers).
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