How to Create Invoice and Receipts in Haletale

1. From the dashboard (on the left side bar), click on Accounting.
2. 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

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.”

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.”