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    Enable Custom Tax Invoice Dates

    Enabling additional date options on custom Tax Invoices in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Print Options' tab.
    3. Select the checkbox 'Use Custom Tax Invoice Date Options'.
    4. Save/Exit.
    5. Log out of RMS.

    Info

    This option requires the property to have a Custom Tax Invoice with the Invoice Due Date and/or Direct Debit Date fields added to the template.

    Using this option with a customised Tax Invoice provides users the additional option of setting a due date or direct debit date when generating a Tax Invoice in RMS.

    Visual Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Print Options' tab.

    Select the checkbox 'Use Custom Tax Invoice Date Options'.

    Select 'Save/Exit' to store the changes made.

    Log out of RMS to allow the database to update with the changes made.

    With a Custom Tax Invoice including the Invoice Due Date and/or Direct Debit Date fields in the template, users will have the option to set a date when creating a Tax Invoice in RMS.

    The date set will then populate in the specified field located on the template where the property has requested during the development of their custom invoice.



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