Skip to main content

Setting invoice automatic generation details

Updated over 3 months ago

You can control when Kube automatically generates invoices for open charges, how far after generation the invoices are due, whether Kube invoices all charges or just charges before a specified date each month, and if due dates should be adjusted for weekends and holidays. This task runs monthly. For more information about the Kube billing cycle, see Scheduled tasks billing cycle overview.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

TIP: The Invoices scheduled task only generates invoices for companies that have automatic invoicing enabled. For more information, see Setting whether invoicing is automatic.

To set invoice automatic generation details

  1. Select Properties in the top menu.

  2. Locate the property in the grid and click the property name. The Property Spaces screen appears.

  3. Select Scheduled Tasks in the side menu.

  4. Click the Invoices scheduled task. The Invoices screen appears.

  5. Click the Edit button.

  6. Complete the fields.


    Invoice Date

    Date that Kube generates invoices automatically each month.


    Do Not Consider Charges After This Date

    If set to On, Kube does not include charges dated after the selected day when it creates invoices. Once charge dates fall before the selected date, Kube invoices the charges on the invoice date you select. Furthermore, if invoice approval is enabled, only charges matching this criteria appear on the invoice approval page. Otherwise, if this setting is turned Off, all open charges appear for invoice approval regardless of the date.

    NOTE: When you turn this option on, Kube displays a banner message that explains the next invoice date and the charge cutoff date for charges that will be included in that invoice.


    Due Date

    Number of days after the invoice generation date that payment is due, and the Payments scheduled task runs. For more information, see Setting automatic payment settings.


    Adjust Due Date for Weekends and Holidays

    Set this option if the due date of invoices should be adjusted to the next business day if the normal due date falls on a weekend or a holiday.


  7. Click Save.

TIP: The next step in the Kube property setup process is to set property automatic payment attempt details. For more information, see Setting automatic payment additional payment attempts.

Did this answer your question?