Invoice Scanning: 2. Send the invoice for approval in Homhero

Select the Invoice Scanning option in your Homhero Menu. 

Double click on an Invoice with the New Status (yellow listed) to Open and Process

Homhero does a scan and reads the invoice was uploaded, however this is not 100% accurate, so we suggest to double check the information was pre filled and set the others ones were not automatically.

See below the explanation of each section of the Invoice to Generate section: 

1. Change the name to something meaningful.
2. In the Pay To please select the correct Sundry/Creditor to pay to. If you don't have it yet please follow the steps to create a Third Party Clients (Creditor). 
3. Attach the Area (Property) - the Owner Contact will autofill
4. Ensure the Invoice Number is read correctly (If not select Suggestions from the right-hand side and match available fields).
5. Select the Invoice Date
6. Select the Due by Date (make sure if you want to pay an invoice in the current month you use a date in the current month for Invoice Due)
7. Ensure the total is correct
8. Ensure the GST Amount is correct (if a creditor does not charge GST - this needs to be set up in the Third party sundry)
9. Type a note if you would like.
10. At the end of this section please select the button on the bottom Send for Approval . It will bring this invoice back to the main list as In Review (blue colour).

• The Suggestions are optional, they are other information that Homhero reads in the invoice but didn't pick the correct section to fill it in.

Note: If you are not happy with the Invoice you received/uploaded, you are able to set it as Pending. Repair and Homhero will send it back to the Creditor. If you would like you can also leave a message, see the image below. It will change the status of this invoice to Pending Repair. 

3. Approve Scanned Invoices for Processing