Adding invoices and invoice lines
Costs from incoming invoices can be registered per cost type in Planon. The owner of the building subsequently on-charges these costs partly or fully to the lessees of the various spaces or rentable units according to the specifications registered in the applicable cost settlement profile.
Example: the annual energy bill (gas and electricity) for a specific building.
Procedure
1. Go to > .
2. Click Add on the action panel.
3. In the data panel, complete the relevant fields. For a description of these fields, see Invoice fields.
4. Click Save.
5. Go to CSP invoice lines.
6. Click Add on the action panel.
7. In the data panel, complete the relevant fields. For a description of these fields, see Invoice line fields.
8. Click Save.
 | You can add as many invoice lines as needed. To be able to settle costs, you must set the status of the invoice line to Ready to be settled. |