Generating Homeowner Invoice

Summary: This article will show you how to generate a Homeowner Invoice report 

To generate a Homeowner Invoice, navigate to the Association > Assessments screen. Select the correct association to see that association's assessments. Select the assessments to be included on the invoice using the checkbox to the left of the description. The assessments must be active to be included in the invoice.

Once the assessment(s) are selected, click Generate Invoice to create the Generate Homeowner Invoices action item for these specific assessment(s). 

When the Action Item page opens, select a Start Date in the Parameters section. If the invoice needs to extend beyond the first charge, also enter an End Date to specify when the invoice period should end. After updating these parameters for the action item, click Update to save your changes.

From here navigate to the Associations > Action Items screen and search for the Generate Homeowner Invoices action item. If you drill down into that specific action item, you should see a Generate Invoice step with an attachment for you to download of all the Homeowner Invoices you just generated. 

Note: Should you receive messaging on the action item regarding "Owners were skipped due to being excluded from billing.", be sure that the proper Start Date and End Date (if applicable) were selected within the Parameters section. A missing Start Date in the Parameters section can also cause a Generation Error when attempting to run invoices. To identify this as the cause, click the Generation Error hyperlink on the action item — the error message will indicate that a Start Date is required.

Note: Unlike a homeowner statement, invoices are designed to bill the homeowner for a specific assessment charge. Due to this, late fee amounts/verbiage are NOT included on homeowner invoices as they do on statements.