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.”

Key and Security Deposit

Log in to your dashboard and navigate to the left sidebar. Within the left sidebar, click on the “Properties” option. Under the “Properties” section, select

Read More

Dynamic Pricing for Property

Log in to your dashboard and navigate to the left sidebar. Within the left sidebar, click on the “Properties” option. Under the “Properties” section, select

Read More

Edit Task

Learn how to quickly and effectively edit Tasks with this simple guide. Start by clicking on the left sidebar in the Dashboard. Within the left

Read More

Global Roles

“Global Roles” enables you to easily assign and manage permissions for different user roles on your real estate website, ensuring smooth operations and enhanced security.

Read More

Map Customization

To protect your privacy while ensuring a smooth booking experience, the initial map pin will not be placed directly on the exact house. Instead, it

Read More
Key and Security Deposit
Dynamic Pricing for Property
Show or Hide Pricing for Property
Edit Task
Global Roles
Map Customization

Calculate your property’s maximum earning potential

haletale Home
home
home
haletale Home
Select no. of bedrooms
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6

1

Select no. of bathrooms
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6

1

home calculator new
CAD - CAD

your expected monthly rent

Information

We are improving Haletale on the go. Sign up below to stay up to date on our full website launch.