Service Charge Invoices

Service Charge Invoices are the primary billing documents sent to unit owners. They show the total charge for the billing period, broken down by budget code and lease schedule, and track how much has been paid and how much remains outstanding.

Invoices are generated by billing runs but can also be created individually. The Mail PDF to Unit Owner action sends the invoice as a PDF attachment to the unit owner’s registered email address. The Mailings tab shows the delivery history of any emails sent, and the Attached Files tab stores any supporting documents.

List View

Column	Type	Description
Reference	number	The system reference number for this service charge invoice.
Transaction Date	date	The date this service charge invoice was issued.
Versions	number	The version number — service charge invoices may be revised to correct errors.
Unit	link	The name of the unit this invoice relates to.
Services From	date	The start of the service period this charge covers.
Services To	date	The end of the service period this charge covers.
Contact	link	The contact (owner or member) responsible for this invoice.
Total	number	The total amount charged on this invoice.
Outstanding	number	The amount still unpaid on this invoice.
Pct Owed	number	The percentage of the charge that remains outstanding.

Detail View

Field	Type	Description
Reference	number	The system reference number for this service charge invoice.
Transaction Date	date	The date this service charge invoice was issued.
Versions	number	The version number — service charge invoices may be revised to correct errors.
Unit	picklist	The unit this service charge invoice was issued to.
Services From	date	The start of the service period this charge covers.
Services To	date	The end of the service period this charge covers.
Contact	link	The contact (owner or member) responsible for this invoice.
Address	longText	The postal address used for this invoice.
Total	number	The total amount charged on this invoice.
Outstanding	number	The amount still unpaid on this invoice.
Notes	longText	Internal notes about this service charge invoice.
Pct Owed	number	The percentage of the charge that remains outstanding.
Charge Details	grid	The individual charge lines — how the invoice total is broken down across budget codes and schedules.
Schedule	picklist	The lease schedule this charge line belongs to.
Account	picklist	The income budget code for this charge line.
Amount	number	The amount charged for this line.
Notes	longText	Notes for this charge line.
delete	icon	Click to remove item from list
Payments Received	grid	Payments received against this invoice.
Ref	link	Reference number of the payment transaction.
Date	date	Date the payment was received.
Amount	number	Amount paid.
Notes	longText	Notes on this payment.
delete	icon	Click to remove item from list

Available Actions

mail

autorenew

Action	Description
mail Mail PDF to Unit Owner
autorenew Regenerate PDF

home

attach_file

mail

home	Main	Shows the main form fields as described above
attach_file	Attached Files	Files attached to this service charge invoice.
mail	Mailings	Emails sent in relation to this service charge invoice.

Attached Files

Files attached to this service charge invoice.

Mailings

Emails sent in relation to this service charge invoice.

Field	Type	Description
From	text	The sender email address.
To	text	The recipient email address.
Class	text	The type or class of this email.
Subject	link	The email subject line.
Sent	dateTime	The date and time this email was sent.
Size	text	The size of the email message.
Status	number	The HTTP response code from the mail server.
Attached	number	Number of files attached to this email.
Status Text	picklist	The delivery status of this email.

Examples

No scenarios available.