Invoices

The Invoices page displays if Allow LX Invoice is turned on in the Manage Company page of your firm. The Invoices page applies to contracts in the Contracts module and does not apply to Project Management invoices. This lists landlord invoices or receipts that have been allocated to transactions using the Import Invoice dialog on the Transactions page.

Navigate to Contract > Payment Info > Invoices in the navigation pane on the left side of the page.

Select an invoice to display allocation information:

• Invoice Number

• Notes: The Remit Message entered on the Import Invoice dialog.

• Vendor

• Vendor Name

• Service Start Date

• Service End Date

• Due Date

• Document: Invoice document used to allocate payment transactions.

• Landlord Invoice Items: Lists the invoice line items including Amount Allocated and Line Item Amount.

Once a transaction is fully allocated, Is Reconciled in the Landlord Invoice Information section of that transaction changes to Yes. The invoice is then removed from the Payment Transaction section of the Invoice Review window.

The Import Invoice option is available on the Transactions page and may be added to the Invoices page in a subsequent release. If your organization uses custom layouts, you may need to recreate your layout to display the Import Invoice button.

Delete an invoice

1. Select the invoice to delete.

2. Select Delete Item from the Actions menu.

3. In the confirmation dialog that opens, select Yes.