Log into the V4 Portal and select the Customer and Building you need to run the cycle for. Then, click the Invoicing tab under Overtime HVAC then click the building name.
2. Click Generate Invoice, select the billing period and turn ON the advanced feature. Then, you will need to select the correct dates. If they are on a standard cycle, this should be the 1st of the month to the last day of the month. The 1st to the 1st is incorrect. Then click Generate.
3. Once the statements finish generating, it will take you back to the invoice tab where you can review and adjust the statements if needed. Once they are reviewed / adjusted and ready to be sent to the customer, you will click the up arrow icon and click Send for Approval. The Property Managers will be notified via email and will now be able to view the statements within their portal.
