How to create invoices from the Homhero Staff/Maintenance Portal

Creating an invoice in the Maintenance Portal is a simple process, but there are a few key steps that must be completed beforehand to ensure the system allows you to generate the invoice correctly.

Before you can create an invoice:

Before you can create an invoice, please ensure sure the following steps have been completed:

1. The job must be marked as completed in the portal - The invoice cannot be created until the job status is set to Completed.
   
   
    
2. Charges must be added to the job – This includes any labour, parts, or service fees that need to be billed.
3. Saved all changes.
   
   
   
   Once all prerequisites are met, follow these steps to create an invoice:
    

4. Navigate to the Invoices tab from the left hand side menu in the Staff/Maintenance Portal.

5. Click the + Add button located in the top right corner.
   
   
    

6. From the list of eligible jobs, select the relevant job you want to invoice for.
   
   
    

7. Click Create.
   
   

The system will now generate an invoice and send it to the email address assigned to the maintenance staff member who completed the job. From there, the invoice can be forwarded to your invoice scanning system.
 

Receiving a copy of the Invoice:

If you have the Maintenance Fallback Toggle enabled under Settings > Notifications, you will also receive a copy of the invoice. This provides a backup in case the primary recipient is unable to forward the invoice manually.