How to Create a One Time Invoice

Overview 

There are some cases where you may need to create a one time invoice for a move in or admin fee. Creating an invoice is quick and easy! 

Watch the Video Here: 

• Enter the Client Profile on the Client page by clicking on the Client's name in blue
• Click the Payment tab in the Client Profile 

• Click New in the upper right corner of the Payment tab

• Choose the Billing Facility (if applicable), title of the invoice, amount due, and select Single.

• If you are going to charge a payment source on file, say Yes to question four, then choose the payment source

• If you are not charging a payment source, answer No to question four and answer if the client has already paid you. 

• If the client has paid already, choose how it was paid and if you need to sent the receipt. 

• If the client has not already paid, choose when the payment is due by and whether you want to send an invoice and/or receipt. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639