If you want to invoice owners for services that you provide, unrelated to individual reservations, you do so using periodic costs. After the periodic costs have been set up correctly, you can create invoices for them.
When creating or editing an owner, there are contract and financial settings that also affect the invoicing of periodic costs. Read more: Create new owners
Before invoicing
Before you can invoice periodic costs, you need to be sure that these costs have been set up correctly. Read the following two articles for more information on how to do this: Creating periodic costs, Adding periodic costs to owner agreement
If you want to charge a utility advance to your owners, this is done in a similar manner. Read more: Invoicing owners for a utility advance
Invoicing a periodic cost
Go to 'Expected periodic invoices' in the owners module. In the tab 'invoice in bulk' you’ll see an overview of the periodic costs ready to be invoiced, bundled together based on the invoice period (start and end date) and applicable periodic costs. The number of invoices shows you how many are included in this batch.
Click the 'invoice' button for a particular batch to start creating invoices. First, you’ll see an overview of the owners and invoices included in this batch. At the top, use the blue button to create invoices for this entire batch. These invoices can now be found in the concept invoices in the 'Financial' module, ready to be sent.
It is also possible to use the white 'Skip invoices' button to skip all invoices in the batch. This is done immediately, so be sure not to accidentally click it if you wanted to create invoices.
The second tab in the 'Expected periodic invoices' view is 'Invoice per agreement'. This page shows you each separate expected invoice. Click 'Invoice' for the specific object and owner you want to start invoicing.
In the next page, you can choose to invoice, or skip an invoice, for the invoicing periods and periodic costs listed. Both of these actions cause that expected invoice to be removed from the batch it was originally in.
Here you can also see for which periodic costs an invoice has already been created, and if any have been credited or skipped.
Read more about skipping expected periodic invoices: Skipping an invoicing period for periodic costs