In order to create a mortgage payment invoice, open the Transactions page from the Financials left-side menu. You can also do it from the Revenues or Expenses pages.
Select Expense invoice from the "Money Out" tab:
The Property Expense option is selected by default, choose "Mortgage and Loans" category and any needed sub-category. Fill in the required information and press the "Create" button:
Or you can mark the invoice as paid if needed and confirm the action by providing the necessary information:
In order to create an invoice, you must select the payer or payee of the invoice. You can then add your bank as ServicePro and create mortgage invoices for them.



