Skip to main content
Owner invoicing

Create one-off invoice for owner

A one-off invoice for an owner can be created for costs to be charged on an incidental basis, outside of periodic cost items. Access the relevant owner page and create a new draft invoice from there.

If you want to split a periodic cost item, please do so by creating custom invoicing periods instead. Read more: Custom invoicing period for periodic cost

  1. Open the owner page via the Owners module or via the search bar at the top right of your screen.

  2. In the 'Concept invoices' block, click 'New'.

  3. This will take you to a page where you can edit a concept invoice. The owner details are already filled in.

  4. On the right side of your screen below the menu items, you’ll find Extras. These are cost items you might want to add to your concept invoice. To add multiples, click the button for the relevant extra multiple times.

  5. Once added, all details of an extra can be edited: name, price, VAT rate and ledger account.

Want to create new Extras to be shown by default? Go to Periodic costs and create a cost item of the type 'Fixed price per invoice'.

  1. Send the invoice using the blue button at the top: 'Send invoice'.

Was this helpful?

Still need help? Share an idea