Invoice settings

Different settings and serial numbers can be assigned to different invoice issuers, buildings, and types.

SETTING UP INVOICE SERIAL NUMBERS:

• Open the Invoices module and select Settings in the top right corner.
• Click Add Rule in the top right corner.
• If you want the same invoice series to apply to all building owners, leave the field empty. If not, make every building owner their own rule.
• Leave the building field empty if you want the same serial number to apply over all your buildings. If not, make every building their own rule. 
• Leave the Invoice Type field empty if you want the same serial number to apply to both invoice types. Otherwise, select the appropriate type - rental or utility invoice. 

NB! If you create a rule only for rental invoices, you must add a separate rule for utility invoices.

• Select the invoice language.
• Set the invoice serial number. For example, if you set it to 100, the first generated invoice will have this number.

NB! Without configuration, invoice numbering will always start at 1 by default.

• Invoice number prefix – add a prefix if needed, such as a letter combination.
• Comment – add additional information to the invoice. Comments can be removed at any time.
• Show VAT on rows – If enabled, VAT will be displayed for each cost. Otherwise, VAT will only be shown for the total amount.
• Show Reference Number – displays the tenant’s reference number on the invoice. To add it, go to Contact Management > Select the tenant > Click Edit > Scroll down and fill in the Reference Number field > Save.
• Generate reference number from invoice number – the reference number will be created based on the invoice number.
• Show contract number – displays the tenant’s contract number on the invoice.
• Show row additional info – displays room-specific details for each rental line item.
• Show building address – displays the building address related to the invoice.
• Copy email(s) – add email addresses if you want the invoice to be automatically sent to additional recipients.

Finally, save your settings. Create as many rules as needed.

Important: Modifying invoice settings does not affect existing (already generated) invoices. Changes apply only to new invoices. If you need to update existing invoices, delete them and generate new ones.

For adding a logo to your invoices, contact us at help@hausing.ee.