Sharing Attachment along with Invoice

Share on:

  • To share attachments along with invoices, navigate to the Dashboard, click on the “Accounting” option within the left sidebar, and then select “Invoices and Receipts”.
  • Click on the three dots of the particular invoice you wish to share the attachment with, and then select “Edit”.
  • Choose the file attachment and click on Save Invoice to save the changes.
Renter’s Side
  • The invoice now is created on the renter’s side. They can see there’s an invoice and an option to ‘View Bill’ with many other options.
  • Upon checking the bill, the renter will be able to see the attached document.
  • If provided their email address, the attached document is shared along with the invoice, visible in both email and the platform

Add Notes

In the Dashboard click on the left sidebar. Within the left side bar click on “Guest Applications” Select the particular renter you want to add

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Application information

In the Dashboard click on the left sidebar. Within the left side bar click on “Guest Applications” Select the particular renter you want to add

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Tenant Insurance

In the Dashboard click on the left sidebar. Within the left side bar click on “Guest Applications” Select the particular renter you want to add

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Payments

In the Dashboard click on the left sidebar. Within the left side bar click on “Guest Applications” Select the particular renter you want to add

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Add Cleaning Fee

There are two ways of Adding a cleaning fee while adding a property from the sidebar and the Quick buttons. In your dashboard click on

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Application History

In the Dashboard click on the left sidebar. Within the left side bar click on “Guest Applications” Select the particular renter you want to add

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Add Notes
Application information
Tenant Insurance
Payments
Add Cleaning Fee
Application History

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