/
Generate Invoices for Lettings Bookings

Generate Invoices for Lettings Bookings

Search our Help Centre
  

Useful information

The system will generate Invoices from Bookings using date options selected by you.

Generate Invoices for Lettings Bookings

Read step by step instructions here:

  1. Click on the Lettings tab

  2. Click on Accounts

  3. Under Other tasks, click on Generate invoices

  4. Complete the form as follows:

    1. Select who to produce invoices for - leave as <<All hirers>> or select an individual hirer from the list

    2. Select the date up to which you want to invoice for bookings

    3. Enter the date that you want to appear on the invoice as the date of invoice

    4. Select Yes to print the invoices straight away, or No to print the invoices later

  5. Click OK to display the bookings which are available for invoicing

  6. Carefully review the list and untick any invoices you do not wish to be invoiced at this time (any left unticked will be presented as part of the list next time you generate invoices)

  7. Click on OK to create invoices automatically using your invoice template.

  8. Invoices will be added to the Lettings Accounts page

  9. Unless you have selected to configure Lettings not to allow invoices to be changed or deleted, you will need to use the Confirm invoices task option as a final step

  10. Confirming invoices will prevent further changes being made and will allow invoice totals to be included in report totals and online

Watch a 1 minute video here:

The above screen should display a video. 
If you are unable to play the video, please contact your IT Support.
Use the Full Screen button to maximise the video.



For further help see:

SCO Modules

FAQs

Related content

Templates for Lettings
Templates for Lettings
Read with this
Create an Adhoc Lettings Invoice
Create an Adhoc Lettings Invoice
More like this
System Options for Lettings
System Options for Lettings
More like this
Record a Lettings Receipt
Record a Lettings Receipt
More like this
Uninvoiced Bookings Lettings Report
Uninvoiced Bookings Lettings Report
More like this
Generate Statements for Lettings
Generate Statements for Lettings
More like this

Contact our Customer Support Team

support@tucasi.com | 02380 016 564

Copyright Tucasi Ltd 2004 - 2023