Generate Billings 

To generate a periodic rent billings/invoices for income leases via active rent streams created in the Recurring Costs tab, proceed to:

1. Navigate to the Lease Home page, in the approval role (i.e. Lease Manager / Director) and click on the Generate Billings tile. This will bring a pop-up window where the user is able to select the applicable month(s) to generate the rents for leases in which the ‘Tenancy Type’ is equal to Receivable.

2. Select the month, the year and the Lease Financials Group from the dropdown fields. Rent will only be generated for those costs that fall within the period and group selected.
3. Click the checkbox next to All or scroll using the page up or down arrows in the pop-up window to select the lease(s) where rent is to be generated.
4. Click OK. If the lease's recurring cost schedule falls under the current rent month/date based on the schedule’s ‘Effective From’ and ‘Effective To’ dates, then the Rent for the period selected is generated. The rent is also copied to the Lease Receivables > Charge Info sub-tab with an Unpaid status, as outlined in Receivables -Single Lease Billing/One-Time Adjustments of this guide. *Note: Click Delete to remove all charges from Charge Info subtab which were previously generated for the applicable period and for which have not been submitted through the Batch Rent workflow.
5. Proceed to Lease Payment batch Workflow to review the steps relating to batching and approving payments.
6. The user is now able to generate invoices for respective billings through the General Reports entity.

*Note: If the recurring cost schedule Period Amount plus Tax Amount is equal to $0.00, then it will not be processed in billing generation.

Attachments (1)

69a6841d581da.image-0.png
177 KB