Create one-off invoice for owner
If there are costs that you want to charge to an owner on a one-off or incidental basis, outside of periodic cost items, you can create a one-off invoice. You do this through the draft invoices block in the owner page.
If you want to split an annual or quarterly cost item, please do so by creating a custom invoice period.
Creating and filling a one-off invoice
Find the owner via the Owners module or via the search bar at the top right of your screen. Near the ‘Concept invoices’ block you will see the button ‘+One-off invoice’.
This will take you to a page where you can edit a draft invoice. The owner details are already filled in. Right below the menu items, you see a heading ‘Extras’. Here you will find the cost items you can add to your draft invoice.
Don't see any cost items here? Then you have to create them first. You can do this in the Periodic costs page. Make sure the cost item is of the type ‘Fixed price per invoice’! Other types of periodic costs are recurring by definition, and can therefore not be added to a one-off invoice.
If you have added one or more cost items to the draft invoice, you can edit them via the pen button behind the cost item. You can edit the name, price, VAT rate and ledger account: that's everything except the number of this cost item. To add the same cost item several times, simply click the button under ‘Extras’ again.
Finally, send the invoice using the blue button at the top: ‘Send invoice’.