Action concept invoice
In this support article you will read how you create a concept invoice for settlements with owners.
1. Create concept invoice
2. Concept invoices financial
When you have 'prepared' the statement, you will be referred to the statement overview. Please note, this does not mean that the rental invoice has already been made! It only has the status New. To turn the status New into a concept rental settlement, you must select this action.
Create concept invoice
1. Go to the tab Owners;
2. In the right submenu, click Settlements;
3. Choose the Create concept invoice action;
4. Select the settlement(s) for which you want to make a concept invoice;
5. Then click Start.
By clicking on start you convert the status New into a concept invoice. In the support article making a settlement you can read more about how you can turn a settlement into a concept invoice.
Concept invoices financial
Once the concept rental settlement has been created, it will be returned to the financial tab under the heading concept invoices. From this overview you can view the concept rental settlement. If you want to send the rental invoices in bulk, this is also possible. You can choose to send everything by e-mail. The owner will then receive the rental invoice by e-mail. You can also choose to send the rental settlement manually. This means that the rental invoices are then considered sent, but the owner will not receive further notification.
After you have sent the settlement, this rental settlement will get the status Sent in the settlement overview.