How to create an invoice?
November 3rd, 2023 
Login into the Capital Guardians website. Click on “Invoice” in the main menu. Select the underlined community name, which is directly underneath the Invoice by Community heading.
- A list of residents at the community will appear.
- Identify the residents who need to be invoiced.
- In the $ column adjacent to the resident name type in the invoice value.
- In the Description dialog box type in a concise description of the item or service.
By default, the “Generate Invoice #” option will be ticked, meaning the system automatically generates the next sequential number.
If required, you can scan and attach a receipt for a single account by clicking the paperclip icon.
Generally, lifestyle activity receipts are not attached, as they relate to multiple residents, these get filed. (if required later)
After selecting “Submit,” all invoices will be processed immediately and can be reviewed by clicking on “Transactions” in the main menu.
