Introduction to Invoicing
This article is part of the Invoices section.
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Although you can use Blockworx to create an invoice to submit to a property management company, you can also upload an invoice file you have created in your own accounting system.
These invoices can be submitted inside individual jobs when you have completed the work.
The Submitting an Individual Invoice for a Job article will guide you through this.
If you are looking for help with submitting invoices against your regular contracted work, these are called Required Invoices and this article will help you upload these against an individual Required Invoice request.
However, if you use an accountancy package for generating your invoices, you may wish to consider using an option which would enable you to upload these in bulk. Blockworx contains an assisted invoice upload feature based on AI functionality. This will enable you to upload multiple invoices in a batch instead of having to upload these one by one against individual Jobs or individual Required Invoice requests for your contract work.
Blockworx does this by having a central piece of text called an AI PDF Processing Message which you can configure. This text will enable it to match each of the invoices you upload against jobs you have already received in Blockworx or Required Invoices for your contract work and pull out the essential details such as dates, invoice number and amounts. Access the Assisted Invoice Setup article to prepare for uploading your invoices in bulk.
This section also contains the Processing Your Invoices in Bulk article which will take you through the steps required to match your PDF invoices with jobs and required invoice requests in Blockworx and submit your invoices through to the property management companies.
You will also be able to email invoices as attachments directly to a Blockworx deposit email address which has been created for you to enable each invoice to be processed individually or in bulk. Access the Emailing Invoices from Your Invoice Software Package Directly to Blockworx article to find out more about how to use this.
The articles in this section will take you through the steps required to make sure the assisted invoice message is configured correctly for your invoices. It will cover how to upload your invoices individually and in batches using the assisted invoice functionality and how to email your invoices directly into your Blockworx account ready for submission.
When you submit invoices to the property management companies you work with, there is an option for them to query an invoice if they think it is incorrect. You will also find an article in this section which will explain where you will see the list of any queried invoices and how you can respond to these.
Finally, this section will also provide support on using the Invoice History tool in Blockworx to help you keep track of your submitted invoices and payments you are due.
Please note that you will have to set up a Blockworx Subscription to be able to submit your required invoices. This article will guide you through the process of setting up a Blockworx Subscription.
You will only be able to receive to receive jobs and required invoices requests from property management companies you are already linked with on Blockworx. This article will take you through the process of linking to a property management company.
Related Articles
Processing Your Invoices in Bulk
This article is part of the Invoices section. Find all related articles here: Invoices Introduction Blockworx contains an assisted invoice upload feature based on AI functionality which will enable you to upload multiple invoice files you have ...Submitting an Individual Invoice for a Job
This article is part of the Invoices section. Find all related articles here: Invoices Introduction On completion of a job, you will be ready to submit an invoice to a property management company for the work you have completed. This article will ...Emailing Invoices from Your Invoice Software Package Directly to Blockworx
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