Invoices are created using the web version of Kolmeo Pro.

How to create a new invoice on the web version

  1. Click on the Payments icon on the side menu, then select Invoices from the sub menu.

  2. Next click on the Create New button.

  3. Enter the property address by typing part of the address into the Property Search field, then click on the address in the search results to select.

  4. Use the Select Invoice Category drop down list to select the invoice category.

  5. Select who the invoice is to be paid by, the owner or the tenant. Choose an option from the Select Payable By drop down list.

  6. Next you'll need to select which owner or tenant the invoice is payable by. To select choose an option from the Owners or Tenants drop down list

  7. Now you'll need to select which account the invoice is to be deducted from, select an option from the Payment Source drop down list.

  8. Select who the invoice is Payable To, the options include tenant, owner or agency. To select, choose an option from the Select Payable To drop down list.

  9. If you have selected owner or tenant you'll now need to select the owner or tenant the invoice will be paid to. To select choose an option from the Owners or Tenants drop down list. If payable to agency continue at step 10.

  10. You'll now need to select the Payment Destination; this is the account where the invoice will be paid to.

  11. To add the invoice charges, click on the Add New Fee button.

  12. Select an existing fee by checking the box next to the option in the Add New Fee menu. If the fee you are looking for is not on the list, select Custom. You can add multiple fees at once by checking multiple boxes.

  13. Once you have selected the fee/s required click on the Confirm selection button to add the fees to the invoice.

  14. Next add or edit the fee Description as required.

  15. Enter the fee amount excluding GST in the Amount field.

  16. Enter the GST portion of the fee, if applicable, into the GST field.

  17. Repeat the above steps for each fee added.

  18. The Total Invoice Amount and GST will be automatically calculated based on the amounts of each fee added to the invoice.

  19. To select the due date, click on the calendar icon in the Due Date field and click on the date to confirm.

  20. To finalise, click on the Save Invoice button.

  21. Your invoice has now been created and will appear in the Invoices list with the status of Awaiting Approval.


Troubleshooting:

I added the wrong fee.

Before saving your Invoice, you can click on the Remove Fee button, then click on the Add New Fee button and select the correct fee item.

My owner’s or tenant’s account is not appearing in the Payment Source drop down list.

Make sure you have entered your owner or tenant account details prior to processing the Invoice.

The Save Invoice button is greyed out and I can’t click on it.

Have you completed all required fields? Any field marked with a * is mandatory and must be completed before you can save.

I am seeing an error that I need my manager to action.

Looks like you do not have the permissions required to enter an invoice. Please contact your manager.

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