The Invoicing screen enables vendors to view and manage invoices directly within the BeHome247 portal. This guide reviews the tools and functionalities available on the Invoicing screen.
Invoice Categories
Invoices are organized into three categories:
- Outgoing: All invoices submitted by the vendor to the property manager.
- Incoming: All invoices created by the property manager for the vendor.
- Cancelled: All invoices that have been cancelled.
Invoices Screen Overview:
Outgoing:
If the property manager requires the vendor to initiate invoices, they will appear on the Outgoing screen. The following details are displayed:
- Invoice Number: Unique identifier for the invoice.
- Billed From: Vendor name.
- Total Amount: Calculated from closed tasks.
- Period: Time frame of tasks included in the invoice.
Actions: Options to manage the invoice.
Incoming
If the property manager initiates the invoice, it will appear on the Incoming screen. The following details are displayed:
- Invoice Number: Unique identifier for the invoice.
- Billed To: Property manager’s name.
- Total Amount: Calculated from closed tasks.
- Period: Time frame of tasks included in the invoice.
- Status: Initial status shows as "submitted" and updates as the invoice progresses.
- Actions: Options to manage the invoice.
Filters
To locate specific invoices, use the Filter icon.
Filter options include:
- Search: Keyword-based search.
- Customer: Search by property manager.
- State: Filter invoices by their current state (e.g., submitted, paid, cancelled).
- Submission Date: Filter by date the invoice was submitted.
Eye Icon:
View the full details of the invoice.
From this screen, vendors can:
- Add items to the invoice.
- Email the invoice to the property manager
History Icon:
- Status updates.
- Notes and comments.
Gear Icon
- Update the status of the invoice.
- Add additional comments.
Creating an Invoice
If the property manager requests the vendor to create invoices, follow these steps:
1. Navigate to the Reports tab.
2. Select Customer Invoicing.
3. Use the Filter to select tasks that need to be invoiced.
Best Practice: Ensure all tasks are closed and have accurate dollar amounts before running the report. Closed tasks automatically calculate the price if piece rates are set.
4. Review the report to confirm all information is correct.
5. Select the Actions dropdown menu.
6. Choose Generate Invoice to create the invoice.
Frequently Asked Questions
How are invoices categorized?
- Invoices are organized into three categories:
- Outgoing: Invoices submitted by the vendor to the property manager.
- Incoming: Invoices created by the property manager for the vendor.
- Cancelled: Invoices that have been cancelled.
How can I tell an invoice has been processed?
- The State of the invoice will indicate the current status and if the invoice has been processed.
Where do I find the invoice’s history?
- By selecting the history icon under actions
Who do I contact if I have additional questions?
- Please reach out to your property manager for additional questions.