Invoices
Marking an Invoice Paid & Applying Payments to an Invoice
This file will guide you through how to mark an Invoice as Paid and apply separate payments to that invoice. Hover over the Finances menu. Click on Invoices. Find the Invoice to wish to edit by using the filters below the column headers. Click on the ...
Overall Outstanding Unpaid / Paid Invoices
This file will guide you through how to view all Outstanding Unpaid/Paid Invoices. Hover over the Finances menu. Click on Invoices. You will now see a list of Invoices. You can change the Status in the dropdown to view Unpaid, Paid or All Invoices. ...
Setting up your Products for Invoices
This file will guide you through setting up Products for your Invoices. These Products will then be available to select when creating an Invoice to itemise the list of amounts owing. Hover over the Finances menu. Click on Invoices. Click on Products. ...
Setting up your Categories for Invoices
This file will guide you through setting up Categories for your Invoices. By default there are 3 Categories set up in the software already: 1. VPA - Vendor Paid Advertising 2. Commissions 3. General The 3 default Categories cannot be edited or ...
Set up your Default Invoice Banking Details
This guide will show you how to set up your default Invoice Banking details. You can also change your Settlement Statement default invoice settings in this same section. Click on the Settings cog in the top right of your database. Click on Agencies & ...
Delete an Invoice
This file will guide you through how to Delete an Invoice. Warning : Once an invoice is deleted it is not recoverable. The delete is permanent. Hover over the Finances menu. Click on Invoices. Find the Invoice to wish to delete by using the filters ...
Download an Invoice
This file will guide you through how to Download an Invoice. Hover over the Finances menu. Click on Invoices. Find the Invoice to wish to Download by using the filters below the column headers. Click on the Download icon as highlighted below. Note: ...
Edit an Invoice
This file will guide you through how to Edit an Invoice. Hover over the Finances menu. Click on Invoices. Find the Invoice to wish to edit by using the filters below the column headers. Click on the edit pen on the right of the Invoice. You will now ...
Add an Invoice
This file will guide you through Adding an Invoice. You can add Invoices via the Finances menu, through a Listing or on a Contact. Prior to creating or adding an invoice you should set up your categories, products and banking details. Please see ...
Invoices Overview
Our Invoicing module is a quick and easy way to track invoicing for VPA, commissions and general invoices relating to clients & properties Please note this does not replace your accounting program. Invoices must be related to a contact or a ...