How do I create an invoice?

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

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



Let's view an example on a "Money in" invoice. 

Choose the "Property Income" tab if you want to create an invoice that is related to property accounting. Fill in the necessary information and press the "Create" button:

Or you can mark invoice as paid if needed and confirm the action by providing the necessary information:

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:



Choose the "General income" tab 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. Also, you can enable the "Mark as paid" toggle button, and the system will create a payment record:

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:
Dec. 5, 2023