You can create invoices on demand for individuals or run monthly billing in bulk. This guide covers the primary methods for generating invoices manually if you prefer them not to run automatically.
Invoicing individual residents
Option 1: Invoice Incidental Charges
For one-off items (e.g., guest meals or beauty shop services), navigate to the Incidental Charges section on the resident profile.
Using the checkboxes, select incidental charges to include on the invoice.
Click Invoice Incidentals.
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In the confirmation pop-up, confirm the Invoice Date that you want to display on the invoice.
Note: It is possible you also have an editable Due Date field. This date will appear on your invoice separately from the Invoice Date.
Click Create Invoice. The bill will appear in the Invoices section below.
Most likely your community has a setting turned on to automatically invoice incidentals on the next recurring invoice. You can find out in the right column of your Billing Settings.
Option 2: Create Custom, Recurring, or Prorated Invoices
To create an invoice that does not just include Incidental Charges, navigate to the Invoices section of the resident profile. Click Create Invoice and choose one of the following:
Blank: Creates an empty invoice for manual entry of billing items.
Recurring: Pulls active, uninvoiced recurring charges for the selected month.
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Move-In: Verify resident Financial and Physical Move In Dates and the Service Start dates for all recurring charges on the account.
- In the "Bill For:" menu, select whether you want to create an invoice for either this month or next month, or you can create two invoices with the option "This Month and Next Month".
- Any uninvoiced incidentals will also display here, and if checked, they will be added to the invoice.
- For more information about billing move-in processes, read this article: Billing for Resident Move-Ins.
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Move-Out: Verify resident Financial and Physical Move Out Dates and the Service Start dates and decide whether to apply all unapplied credits and payments to the invoice.
- It is required to add Service End dates for all recurring charges on the account.
- Any uninvoiced incidentals will also display here, and if checked, they will be added to the invoice.
- For more information about billing move-out processes, read this article: Billing for Resident Move-Outs.
The Move-In and Move-Out invoice options become unnecessary if your organization has the Impact Review feature enabled. Impact Review helps you create prorated invoices when you add recurring charges, add rate changes, or end service for any recurring charges on a resident's profile. For more information, read this article: Impact Review.
Invoice multiple residents in bulk
Option 1: Bulk Incidentals
To bill recorded incidentals across the entire community:
Navigate to Billing > Invoices > All Invoices tab.
Click Invoice Incidentals (top right).
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In the side pane, set the Invoice Date to the entire batch of invoices. This is ideal for ensuring all incidental bills for the month have a synchronized collections timer.
Note: It is possible you also have an editable Due Date field. This date will appear on your invoice separately from the Invoice Date.
Select the residents with recorded incidentals and click Invoice Incidentals.
Option 2: Bulk Monthly Recurring
To generate standard monthly bills for the community:
Go to the Invoice Preview tab on the Invoices page.
Check the Overview for missing charges, then select your target month in the Not Invoiced section. Click Refresh.
Use the checkboxes on the left to select all or specific residents.
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When you click Generate Invoices, this will create invoices for all residents you selected, which will be available on the resident profiles and in the All Invoices tab.
Related Articles:
- How to Add Incidental Charges in Bulk
- Monthly Invoicing with ALIS
- Billing for Resident Move-Ins
- Billing for Resident Move-Outs
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