How do I create an invoice?

To create an invoice, go to the "Accounting" page from the left-side menu of your dashboard.

Choose between the "Money In" and "Money Out" tabs depending on what type of invoice you want to create. "Money In" allows you to create income and liability invoices. "Money Out" allows you to create the expense invoice:

Let's view an example of a "Money in" invoice. Choose the "Income invoice" option from the drop-down list:

You can choose between the "Property Income" and "General Income" options. Choose the "Property Income" option if you want to create an invoice that is related to property accounting. Choose the "General income" option if you would like to create an invoice that is not related to a property. 

Fill in the necessary information and press the "Create" button. You can also enable the "Mark as paid" toggle button and the system will create a payment.

In case of the Money Out invoice to the connected Service Pro or Owner with set up Online Payments, you may use the Pay online to transfer the funds within the system:


Please note! 
If you are connected with your tenant and have an active, shared lease, the invoice will be posted to their accounting immediately after you've created it. There is no option to resend the invoice. 

Last updated:
Jul. 9, 2024