Submit your question using the contact form below to request a new article.

    Alternatively, Log a Service Request for assistance from our Customer Support Team.


    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.



    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Our team of RMS experts are here for you!

    Submit a Question