Raising Invoices in Rezi PM
In this guide we'll go through raising an invoice in Rezi PM. This can be done from many different places so, it depends on who you would like to invoice in your scenario.
We will use an example, where we will invoice a landlord for some work that needs to be paid for.
You can navigate to the landlord list by using the navigation panel on the left-hand side of the screen. If this is closed please press the 3 little lines at the top of the screen to open it. Once open you can click on the words 'landlord'.
Once on this list you'll be presented with a list of all of your landlord in the system. You're able to search and filter this list from the options at the top of the screen.
In the search bar at the very top of the screen you are able to search for any landlord name and also the address of the property as well. If you need to filter the list down you can use the filters for example you can create a list of all landlord that are missing ID's. You can also use this to search out any missing items from landlord like ID or bank accounts. You are you able to use multiple filters at the same time and the results will show in the columns on the table itself.
To click into a landlord's information simply click the landlord name on the table.
Once this is open you can click on the actions menu on the top right-hand side of the screen to open up the menu to raise an invoice.
Once this has popped up you can fill in the details of the invoice from here. You can enter on the left who the invoice is regarding. This could be a contractor, tenant or your agency that needs to invoice this landlord. There is also a regarding box, so if the landlord has more than one property you can select from the dropdown menu.
You can also fill in the invoice details with the type, description and amount from here. Please note, once you select a 'Type' from the dropdown box in that column, it will auto-fill the 'Description' with the same word as you selected in the 'Type' box, so please ensure that you alter the 'Description' box as you see appropriate, in order to provide more detail. Please remember to remove the VAT if this is not applicable for this transaction.
At the bottom of the page, there is a space for an Invoice Title. This auto-fills to match the 'Description' field above it, so if you would prefer to add a new title, simply select the 'Pencil' icon toggle button to the bottom right of the menu. You can also do the same for 'Invoice notes' if you would like to add more detail for the invoice if you wish.
Once happy with this click 'Create Invoice'.
Once you have clicked 'Create invoice', you can see the invoice details and also the 'Documents' tab, where you will be able to generate an invoice to send to the landlord. There is a 'Pay' button to enable you to pay from the Landlord's Account if they have already paid the amount to your Bank Account.
From the documents section you can click on generate document or upload a document from this section. You are able to generate a pre-populated template which can be created or edited from the Rezi Post section.
Click here to see the guide on how to edit a template on Rezi Post.
In the Pay Tab, you can use any balance on the account to pay this invoice from this screen. So if the landlord has a balance on his account you can take the money out of this should you wish.
When an invoice is created in Rezi PM it'll automatically go into the money due in section. this is because you are expecting an invoice to be paid into your account. Once this has been pay please go to the money due in section to tell Rezi PM that it's has been paid.
See our guide on Money Due In for any help on this.
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