Create an Invoice

Go to Invoices. Search for and select the Customer. Enter the Invoice Date. Select the Fund that will receive the invoice payment.  Enter a Location. Attach a File if needed. In the section labeled Items, enter the details of what goods or services were provided. Enter a Description. Enter the Quantity (Qty). Enter the Unit Price. Select the Revenue...

Delete an Invoice

Navigate to Invoices from the Home page. Select the Invoice ID number. If this invoice has already been Posted, click Unpost from the left-side menu. Click Delete from the left-side menu....

Import Invoices

Import invoices into CommunitySuite. Select Invoices from the Home page. Click Import Invoices. Select Download  Template. The template will download as a .csv file, and save to your computer's Downloads folder. Open the template, enter invoice information for each invoice that you want to import, then save the template to your computer. All Columns...

Refund an Invoice

Invoices Any customer or profile payment that is made is created as a payment applied to an open invoice. You will need to create a negative invoice for the profile to issue a refund.  Begin by navigating to the Invoice page from the Home page.  Click on the InvoiceID that needs to be refunded.  Click on the Customer in the Invoice table.  Click Cre...

Credit Memo

A negative invoice is a Credit Memo. If an invoice is created that is not paid and will not get paid you can create a credit memo to remove the receivable. The credit memo is typically a mirror of the invoice. The credit memo must be from the same profile, the same account, and the amount is the same as the invoice except negative. Once saved and po...