Overview
You can send monthly invoices through DoorLoop to your tenants. This can be done automatically each month if your tenants need one for their records.
The Steps
Automatically send invoices each month
The first thing you want to do is turn on the setting for invoicing. On the main menu, click Settings and then click Rent & Payment Notifications.
On the Rent & Pamyent Notifications screen, go to the Rent Posted section and toggle on, "Attach an invoice to the email".
Click Save to exit.
An invoice will be created for all open charges for the current rent cycle. Meaning everything that was posted after last month's rent and any charges posted before this month's rent. So if there are four open charges that were created, then four invoices for those charges will be sent to the tenant. Make sure any open charges you want the tenant to have an invoice for automatically is posted before the current month's rent charge.
That's it.
If you want this invoice to send before the rent due date, use the "Post charges to the account before the due date" option.
What does the invoice look like?
Generated invoices will look similar to what you see above. It will show your default company name you have set for your properties, the due date of those charges, the charges themselves, the total amount, and the invoice number (which is the reference number of the charge).
Note that in most instances, you'll only see one charge per invoice. Multiple charges will only be shown if a charge has multiple line items included in the charge.
Special Considerations
While it is true that you can only generate one invoice for each seperate charge, it is possible to have multiple charge appear on an invoice. To do this, you would just post a charge with multiple line items within that one charge,. This way, an invoice created for that one charge would have multiple line items included.
You must include a description with each charged line item if you want the correct item description to appear on the invoice. Otherwise, it will appear on the invoice with just a generic "charge" description.