Invoices

Invoice functionality is available for portfolios with Business Intelligence enabled.

In Siterra, Invoices allow you to generate Invoice documents based on Payments associated with a Lease. Invoices appear in the Finance Manager.

Generate Invoices

In order for you to generate an Invoice, Payments must meet the following requirements:

• Payment is Receivable.

• Payment Line status is To Be Paid.

• Payment is associated with at least one Payee.

Generate Invoices:

1. Navigate to the Invoices page.

2. In the toolbar of the Invoices page, click Generate.

3. Complete the following required fields:

   • Lease No.

   • From Planned Date

   • To Planned Date

4. Complete the remainder of the form as needed.

5. Click Generate.

   The generated Invoices appear on the Invoices page.

Once Invoices are generated, you can view or print selected Invoices.