Creating invoices

Once your expenses are all entered, you are now ready to create your invoices.

Go to Billing on your Dashboard and select INVOICES from the dropdown menu.

CREATE AN INVOICE

Go to "Billing" on the menu -> Select "Invoices" -> Click the "CREATE/EDIT INVOICES" button:

• Monthly Invoices: Choose a month or duration of time you would like to created invoice for, then the invoice will be created automatically. Alternatively, you can be more specific and click "Show Advanced Options" to specify the period you wish to invoice -> Click "Create".

• Single Invoices: This is invoice created manually.

The invoices will divide the expenses between the owners according to their ownership percentage.
You will note that each group of invoices for the owner will have a specific invoice reference number.

You can view each owner invoice by clicking the blue View button.

Example: View invoice in miBilling

Example Layout of Invoice distributed to owners

 

Click MONTHLY VIEW and then the blue VIEW button to see a summary of each month.

SENDING INVOICES TO XERO

Once you have checked your invoices, you can now sync them to Xero.

Return to MONTHLY VIEW and click the XERO button corresponding to the month you wish to sync.

AUTHORISING YOUR INVOICES

The next step is AUTHORISING your invoices.

Return to MONTHLY VIEW and click the AUTHORISE button corresponding to the month you wish to authorise.

Invoices will AUTHORISE and sync to XERO. Invoices will now display XERO STATUS = AUTHORISED. You can again login to XERO and check your invoices status.

SENDING YOUR INVOICES

The next step is EMAILING your invoices.

Return to MONTHLY VIEW and click the EMAIL button corresponding to the month you wish to send.