In Breeze, you can create invoices on the Correspondence page. An invoice presents a group of related charges, typically the recurring charges for a single month. An example is shown below.

To appear together on an invoice, the charges must be detail lines on a single charge record.

The monthly posting feature generates charges this way. If the charges are not on the same charge record, they will not appear on a single invoice.

Go to Reporting > Correspondence > Owner. By default, the Type is Owner Statement. Use the side menu to change it to Invoice.

Select a Property and enter a time range in the Month From and Month To fields.

Click Display and the screen displays the owners with charges in the selected time period.

To download and view an invoice, click the View button. Click the Email button to send the invoice directly to the owners.