As for February 2017 our lease and invoice settings have been upgraded. Below are short tutorials and animated gifs to show you how to create and edit leases and invoices.
Add New Lease
To add a new lease, select the property from the left-hand side of your dashboard. Then tap the unit number you wish to add a lease to and select "New Lease" from the dropdown. Follow the animated gif below to navigate to the create new lease button:
TIP: You will have the ability to edit all tenants, options, charges and invoices even after the new lease is created.
Set up Recurring Charges
When adding a lease (and after the fact) you will have the option to set up recurring charges on a monthly or weekly schedule.
Each Recurring Charge you add can have its own start date. If no start date is added for a specific Recurring Charge it will default to the "Lease Start Date", which is editable under options. If you leave the "Lease Start Date" blank, the first invoice will default to the nearest upcoming due date according to the master Recurring Schedule you set.
As long as there is at least one recurring charge added to a lease, invoices will auto generate 25 days before the due date, and applicable Recurring Charges will automatically be added or subtracted from invoices as long as the invoice due date is on or after the recurring charge's start date.
Manually Creating Invoices
If you want to create a one-time (non-recurring) invoice OR you want to make changes to a future recurring invoice that has not yet been auto-generated, select the "+" button at the at the bottom of the invoice section. You will then be prompted to add a due date description and charges. You can either add custom one-time charges, OR you can select from your existing recurring charges. Keep in mind that you can not create new recurring charges in the invoice window. They must be created and edited at the lease level.
TIP: If you manually create a future invoice (say you make it due July 1st) and include a recurring charge on that invoice, they system will NOT also auto-generate an invoice for that pay cycle. This way you do not have to worry about the invoice generator creating duplicate invoices for the same charges.