To set up Invoice settings, go to ‘Settings’ from the side menu. Click on ‘Move-in’ and click on ‘Invoice settings.’

 

As the tab expands, you can see the columns ‘Default Text’ and ‘Display As’ which tell you  that you can customize the text in the ‘Display As’ field to show what you want them to be displayed as in the Admin Portal, as well as Tenant Portal.

 

By enabling the checkboxes for each invoice period at the columns ‘Admin Portal’ and ‘Tenant Portal’, you can display the selected invoice periods at the Admin Portal and Tenant Portal during the Move-in process. To select any invoice period as default during move-in, select the default button for that particular invoice period.

 

As you scroll down, you can customize the ‘Invoice Reoccurring’ settings as well. You can edit the text in the ‘Display As’ field as how you want them to be displayed in the Admin Portal as well as Tenant Portal.

 

Additionally, you can choose whether to display the invoice reoccurring options at the Admin Portal and Tenant Portal by enabling/disabling the corresponding checkboxes.

Note: If the Invoice period is set to Daily, Weekly, 14 days, or 28 days, then ‘Anniversary’ cannot be deselected in both Admin and Tenant portal. For other invoice periods such as Monthly, Quarterly, Semi-Annually, and Annually, you can select/deselect the ‘Anniversary’ option.

Once, your choices are made, you may click on ‘Save’ and all the changes will reflect in the Admin Portal and Tenant Portal accordingly.