How to Create an Accounts Receivable Invoice and Credit

This article explains how to create Accounts Receivable (AR) invoices and credits for single or multiple leases, and how to save invoice details as a reusable template in Rex Cirrus8.

Access the Invoices & Credits Form

1. Go to Accounts Receivable > Invoices & Credits

2. Choose one of the following options:

   • Invoice Template – select a previously saved template

   • Single Lease – create an invoice or credit for one lease

   • Multiple Leases – split an invoice or credit across several leases in the same property

Create an Invoice or Credit – Single Lease

1. Entry Type: Select Single Lease

2. Search Method: Use the search to locate the lease

3. Transaction Date:

   • Determines when the charge or credit appears on tenant invoices

   • Backdated or current dates appear on the next standing charges run

   • Future-dated transactions appear when future standing charges are raised

4. Transaction Type: Select Invoice or Credit

5. Account Code: Select the relevant income account

Directly Recoverable Charges (if applicable)

• Select Link to existing AP Transaction

• Choose the related AP invoice and click Link Transaction

• If the AP invoice does not yet exist, it can be linked later

• Linked AP invoices will be marked as Recovered

• Any supplier invoice attached to the AP transaction can be sent with the tenant invoice (if selected during AP entry)

6. Description: Appears on the tenant tax invoice and reports

7. From / To Dates: Shows the period the charge or credit relates to

8. Tax Rate: Defaults based on owner GST status or lease type

9. Net Amount: Enter the net value (GST and gross auto-calculate)

Interim Tax Invoice

• Yes:

  • Enter a due date

  • Choose whether to send to tenant and CC the Portfolio Manager

  • Add optional invoice notes

• No:

  • Posts to the tenant account without generating a tax invoice number

  • Allows future-dated charges to be picked up in standing charges

10. Attachments: Upload or drag-and-drop PDF files

11. Click Process

12. Review transaction lines

13. Click Complete

Create an Invoice or Credit – Multiple Leases

Use this option to apply one charge or credit across multiple leases within the same property.

1. Entry Type: Select Multiple Leases

2. Search Method: Select the relevant property

3. Complete the same fields as per Single Lease (transaction date, type, account, description, tax, amount, interim invoice, attachments)

Allocation Method

Select how the net amount will be split:

• % of unit area

• Equal split

• Manual allocation

• Recoverable split

A breakdown of leases will appear:

• Select or deselect leases to adjust percentages

• Click Calculate to recalculate amounts

• Amounts can be manually overridden if required

4. Click Process

5. Review transaction lines

6. Click Complete

Create an Invoice & Credit Template

1. Complete the Invoices & Credits form

2. Before clicking Process, select Save As Template

3. A confirmation message will appear confirming the template has been saved

Templates can be reused for faster invoice creation in future.