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How do I add a mortgage invoice?

Learn how to add a mortgage invoice

Updated over 3 months ago

In order to create a mortgage payment invoice, open the "Accounting" section and "Transactions" page in the left menu of your dashboard and 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.


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