The Create Invoice feature allows users to create and manage invoices, offering flexibility with property-based or general transactions.

Here’s a simplified overview of how it works:
1) Click on “Quick Buttons” in your dashboard
2) Then Click on “Create Invoice”
3) Click on “Create a New Invoice”
Create Invoice has 2 types 1) Property-based and 2) General
For Property based
  1. Create Invoice: Begin by giving a title to the invoice.
  2. Transaction Type: Choose “property_based” as the type of transaction.
  3. Property Details: Select the property address and category for the invoice.
  4. Contacts: Choose the relevant contacts associated with the transaction.
  5. Invoice Frequency: Opt for “one_time” for a single occurrence.
  6. Amount: Enter the invoiced amount.
  7. Date Details: Specify the invoice date and due date.
  8. Sales Tax: Indicate whether to include sales tax.
  9. Add Notes: Include any additional notes relevant to the invoice.
For General
  1. Create Invoice: Start by providing a title for the invoice.
  2. Transaction Type: Choose “general” as the type of transaction.
  3. Category: Select the appropriate category for the invoice.
  4. Contacts: Choose the relevant contacts associated with the transaction.
  5. Invoice Frequency: Opt for “one_time” for a single occurrence.
  6. Amount: Enter the invoiced amount.
  7. Date Details: Specify the invoice date and due date.
  8. Sales Tax: Indicate whether to include sales tax.
  9. Add Notes: Include any additional notes related to the invoice.

Choose between “Save and Create a New Invoice” or “Save This Invoice Only.”

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