How to add invoicing rules for the Auto Invoicing in MyGate ?

Auto Invoicing helps with reducing the workload of the accountant / treasurer every month by taking over the generation, publishing and sending process for all the society members. For bills that do not have values changing every cycle, this process is highly advised.

1. Go to the invoice template listing, Accounts >> Invoicing >> Raise Invoices >> On the Invoice Template, Click on the pencil icon under Auto Generation Settings

2(a). If your auto-generation cycle is monthly, click on “Monthly Generation’ and input the billing day, due day and penalty day settings >> Update


2(b). If your auto-generation cycle is custom, click on “Periodic Generation’ and input the billing day, billing cycle (in months), due day and penalty day. You can also configure the Billing Period >> Update

The definitions of each field (billing day, due day etc.) is provided in the setup forms themselves.

You can reach out contact@mygate.com or initiate a chat conversation through the admin dashboard to know more!