Home → LandlordMax User Manual → Invoice Workarea → Creating a New Invoice Entry

12.1. Creating a New Invoice Entry

To create a new invoice, go to the Invoice workarea menu button. A list of all the current invoices listed by invoice number will be presented. Press on the New button to create a new invoice. You will see the following screen.

Every invoice created and saved will automatically have an invoice number assigned to it. The invoice numbers begin at the number 1 and increment by one for each new invoice.

The Invoice Payments Section of the invoice is used to populate the different payments associated with an invoice. Payments can be added from a pre-existing accounting entry from the Accounting Workarea or they can be created only for a particular invoice, edited, and/or removed.

To select a payment from pre-existing accounting entries, first select the tenant for which the accounting entries will be chosen from by selecting the appropriate tenant in the Tenant Combo Box. Once selected, click on the Add button in the Invoice Payments Section. This will generate an Invoice Payment Selection Dialog Window with the associated accounting entries as illustrated in the image below.

** Note: Although you are selecting an accounting entry, there is no link within the software between the invoice payment and the accounting entry. Therefore, changing the selected accounting entries value in the accounting screen will not change the invoice payment entry, or vice versa.

To create a new Invoice Payment Entry, click on the New button. A New Invoice Payment Dialog Window will appear. Enter in the appropriate information and click on the Ok button.

To edit an invoice payment, select the appropriate payment from the list of payments and click on the Edit button. The Edit Invoice Payment Dialog Window, very similar to the New Invoice Payment Dialog Window, will appear. After editing the payment, click on the Ok button.

To remove an invoice payment, select the payment from the payments list and click on the Remove button. After clicking on the Remove button, the payment entry will have an “X” beside it as illustrated in the image below. The “X” represents that this item is scheduled to be deleted when you click on the Save button.