- In the Dashboard click on the left sidebar
- Within the left side bar click on “Guest Applications”
- Select the particular property you want to generate an invoice for. Click on “View Action”
- Click on “View Application”
- On the right sidebar, you will find “Generate Invoice“
- To an Create Invoice enter:
- Title: Give a title to this invoice.
- Category: Select a category. (Rent, Utility, Late Payment Charges, etc.)
- Select Frequency: Choose the frequency (One time or Recurring)
- Amount: Enter the amount for the invoice.
- Invoice Date: Specify the date of the invoice in the format mm/dd/yyyy.
- Due Date: Set the due date for the invoice in the format mm/dd/yyyy.
- Include Sales Tax: Indicate whether sales tax should be included.
- Add Discount: If applicable, add any discounts.
- Add Notes: Include any additional notes relevant to the invoice.
- Save or Cancel: Choose to save your input or cancel the creation of the invoice.
