Schedule an Invoice for Payment

With the 'Schedule Payment Date' feature, Building Managers can instantly schedule a future date for when an Invoice should be processed for payment.

Scheduling payment dates can provide flexibility and help to shorten the time spent on administrative tasks by automating Invoice processing. 

Schedule an Invoice for Payment

1. Go to the Document Management System (DMS) page (File Icon )

2. Select the 'Invoices' tab



3. Select the Invoice by clicking the PDF Icon or the Contractor Name



4. Click the three dots next to the 'Approve' button



5. Select 'Schedule Payment Date' from the drop-down menu



6. When the pop-up appears, enter the Payment Date

7. Enter a Note 

8. Click 'Schedule'

The payment date will be scheduled. The Invoice will then be sent for approval to any remaining internal approvers and to the external approvers. Following approval, the Invoice status will change to 'Payment Scheduled' and will not be processed to Strata Master until the scheduled payment date. 

Note: The payment date can be overridden at any time by an approver. Approvers may decide to remove the scheduled date or to change the date. 

For more information, please see Invoice Processing.

Building Managers should contact us with any further questions regarding this process.