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
- Create Invoice: Begin by giving a title to the invoice.
- Transaction Type: Choose “property_based” as the type of transaction.
- Property Details: Select the property address and category for the invoice.
- Contacts: Choose the relevant contacts associated with the transaction.
- Invoice Frequency: Opt for “one_time” for a single occurrence.
- Amount: Enter the invoiced amount.
- Date Details: Specify the invoice date and due date.
- Sales Tax: Indicate whether to include sales tax.
- Add Notes: Include any additional notes relevant to the invoice.
For General
- Create Invoice: Start by providing a title for the invoice.
- Transaction Type: Choose “general” as the type of transaction.
- Category: Select the appropriate category for the invoice.
- Contacts: Choose the relevant contacts associated with the transaction.
- Invoice Frequency: Opt for “one_time” for a single occurrence.
- Amount: Enter the invoiced amount.
- Date Details: Specify the invoice date and due date.
- Sales Tax: Indicate whether to include sales tax.
- Add Notes: Include any additional notes related to the invoice.
Choose between “Save and Create a New Invoice” or “Save This Invoice Only.”
