How do I create and send an invoice to my users?

By default, ManageCasa will send an email notification to your users when a new charge is created for them. However, there may be cases where you would like to extract specific data to be sent out as a separate invoice or report. Whether you want to download an invoice for a past transaction or create one for a specific date range, ManageCasa ensures that it is easy and efficient to export the data that you need.

How to download an invoice for a specific transaction

There may come a time where you want to download an invoice for a specific transaction that has been created. Whether it was created recently or years in the past, downloading an invoice for a transaction can be done with a few clicks of a button.

Method 1: Download from Accounting

1. Click on Accounting
2. Apply any filters to view your desired transactions. Here, we applied a filter to look at only charges that were created for Joe Smith:
   
   
3. Click into the transaction that you would like to download an invoice for
4. Click the ellipses and select DownloadNote: This will download a PDF to your local machine

Method 2: Download from Contact Ledger

1. Click on Contacts in the left menu
2. Click into the specific contact you would like to generate an invoice for
3. Click on Ledger
4. Click on the transaction you would like to download an invoice for
   
   
5. Click the ellipses and select DownloadNote: This will download a PDF to your local machine

How to download an invoice for a list of transactions

Above, we cover downloading an invoice for a single transaction. If you would like to generate an invoice for a list of transactions, you can also do so from your accounting and from the contact ledger. Correctly applying filters is be key to generating the invoice with the data you are expecting, so we will walk you through how to incorporate filters into the invoice.

Method 1: Download from Accounting

1. Click on Accounting
2. Apply any filters to view your desired transactions. Here, we applied a filter to look at only charges that were created for Joe Smith:
   
   
3. Click on the ellipses at the top-right of the transaction table and click Save Results
   
4. View your newly created file in your Files section. Click on the ellipses next to your file and select Download to create a local copy of the invoice

Method 2: Download from Contact Ledger

1. Click on Contacts in the left menu
2. Click into the specific contact you would like to generate an invoice for
3. Click on Ledger
4. Apply filters to adjust the contact ledger if needed
5. Once your ready to download, click the Export and Share button and select Save PDF (download) to create a local copy of the invoice