Income invoices are used to raise charges against tenants or other contacts for non-rent items.  See Invoicing Rent for instructions on raising rent invoices.

Raise income invoices using the + quicklink menu, from the Invoices tab of the tenancy or from the Income and Expenses area.

If the invoice is raised from the tenant invoices area, some fields will be already filled in.

1. Select Related Property 

2. Select Related Tenancy (if Income from a tenant)

3. Select Template 

4. Select 'To' field 

5. Select Issue Date, issue date defaults to the current date, you can change this to match the suppliers invoice or as required so the expense falls into the correct period for budgets 

6. Select Due Date, this also defaults to the current date, you can edit this as required.  You can also adjust the default due date in Settings > Manage Companies.

7. Select Reference (Optional) 

8. Tax Exclusive or Inclusive

9. Description of Invoice 

10. Select Quantity and Unit fields to enter price 

11. Select Income Code (from Chart of Accounts) 

12. Tax type - will auto populate upon COA being selected 

13. Ledger or Xero Tracking 

14. Add attachments 

Save the Income Invoice:
  • Save as Draft saves the invoice to the Draft area of the Income Invoices list, it needs to be approved before it can sync to Xero or be disbursed;
  • Save and Submit for Approval saves the invoice to the Awaiting Approval list, it can be approved in Re-Leased or Xero;
  • Save and Approve saves this invoice and it will be available to disburse for Trust or Client Accounting users, Xero users can match this to a payment or use it to process a batch payment.