The Invoices and Receipts feature enables users to track and document property-related or general expenses in an organized manner. 
Here’s how it works in simple steps:
  1. In the Dashboard click on the left sidebar
  2. Within the left side bar click on “Accounting”
  3. Under “Accounting” click on “Invoices and Receipts”
  • Upcoming: Invoices or receipts that are scheduled for a future date. These are transactions that are expected to occur but have not yet reached their due date.
  • Due: Invoices or receipts that have reached their deadline for payment or processing. These transactions require immediate attention.
  • Received: Invoices or receipts that have been successfully processed or paid. The transactions no longer require immediate action.
  • In Review: Invoices or receipts that are currently under review or consideration.
4. To create a new invoice click on “Create A New
  • Create Invoice has 2 types
A) Property-based
B) General
A) 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.
  10. Choose between “Save and Create a New Invoice” or “Save This Invoice Only.”
Or,
B) 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.
  10. Choose between “Save and Create a New Invoice” or “Save This Invoice Only.”

Add Multiple Renters

To add multiple renters/guest follow these simple steps:- Access your dashboard’s “Quick Buttons” and select the “Add Renter” option from the menu. Click on Multiple

Read More

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
Add Multiple Renters
Key and Security Deposit
Dynamic Pricing for Property
Show or Hide Pricing for Property
Edit Task
Global Roles

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.