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.”

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