No Payment Required Invoices

Some Invoices that are sent to the portal may not require any payment. This may happen when a job is covered by a Warranty or if an automatic Direct Debit is in place. In these cases, the invoice is sent through for record-keeping purposes. 

To manage these types of Invoices, Building Managers can use the 'No Payment Required' feature. 

Users can view an Invoice by either clicking the link to the Invoice in an email notification or clicking the Documents Icon to go to the Document Management System then selecting the 'Invoices' tab.

Search for an Invoice by Plan Number or Contractor then click the PDF Icon to view the Invoice page.

Select the 'Edit' button to make changes to the information or click the three dots at the top of the page to view more options.

Once 'No Payment Required' is selected from the drop-down option, the invoice no longer goes to the next approver and the status will change to 'No Payment Required'. 

Building Managers can reverse the Invoice status if needed by clicking the 3 dots and selecting ‘Require Payment’.

Invoices that have no amount or a zero dollar value can't be processed for payment. Instead, the approvers can also use the 'No Payment Required' feature.

This feature allows the user to store an approved invoice in the system without processing it for payment in Strata Master.

For more information, please see Invoice Processing.

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