Overview: This article will show you how to generate a Homeowner Invoice report
If you are wanting to generate a Homeowner Invoice report for an assessment(s), you can do this by going to Association > Assessments. You will want to select the specific Association you are wanting to run the reports for. Once you have selected your Association, you should see a list of your assessments provided below. You will go through and select the assessment(s) that you are wanting to run the report for.
**Please be sure that any Assessment(s) you are wanting to generate invoices for are active. If the start date is set for a future date and the charge is not active, no invoice report will be able to generate for that specific assessment.
Once you have selected your assessment(s), you will then select the 'Generate Invoice' tab to create the Generate Homeowner Invoices action item for these specific assessment(s).
Once the Action Item page is brought up, you will want to ensure that you are selecting a Start Date and and End Date within your 'Parameters' section, as the Homeowner invoices will not generate without a Start and End Date selected.
Once you have edited your parameters for this action item, you will selected 'Update' so that it submits this action item to generate your report. From here you will go to Associations > Action Items and search for your Generate Homeowner Invoices action item you just created. If you drill down into that specific action item, you should see a Generate Invoice step with an attachment for you to download of all the Homeowner Invoices you just generated.