Create an invoice

Open Invoices

1. 01
   Open it

   In the side menu, open Payments and click Invoices.

2. 02
   At a glance

   The cards show what's outstanding, what's due today and what's due in the next 30 days.

3. 03
   Status

   Click a status, like Unpaid or Paid, to show only those invoices.

4. 04
   Add

   Click Add.

Set up the invoice

1. 05
   Source

   Choose Lease to link it to a lease, Submission for a service request, or Other.

2. 06
   Type

   Choose the Invoice Type: Rent, Down Payment, Security Deposit, Bill or Miscellaneous.

3. 07
   Issuer

   Choose the Issuing Company and, if needed, the Tax. A Reference Number is optional.

4. 08
   Dates

   Issue Date is today. Set the Due Date.

5. 09
   Bill to

   Choose User or Company, then pick who it's for. For someone not in the app, tick Bill to an External or Offline User.

Add the charges and send

1. 10
   Line items

   Type a Name, or click Choose billable item. Enter the Unit Price, Quantity, and any Discount % and VAT %.

2. 11
   More lines

   Click Add Line Item for each extra charge. The totals update as you go.

3. 12
   Notes

   Add any Invoice Notes.

4. 13
   Save Draft

   Keeps it to finish later. Nobody else sees it.

5. 14
   Send or issue

   Send for User Approval asks the person to approve it first. Issue Now issues it straight away.