Once all the invoicing has been completed and you need to issue the tenant with a notice, you can retrieve the invoice to use as your supporting document/s. This guidance will show you how to do this.
- Navigate to ‘Work Tasks’ under the property's subheading.
- Filter to show ‘All Work Tasks’.
- Use the search function to find the work task you are currently working on and double-click to open.
- Navigate to the WORK DETAILS tab.
- In the DOCUMENTS & IMAGES table, open the invoice you would like to retrieve by selecting the blue link.
- A new tab in your browser will open with the invoice.
- In the top right corner, select download or print.
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