If your current subscription does not include the invoicing module, you can activate a 7-Day Free Trial directly through your account.

After the trial period, the invoice module is available for $22 per month. The account holder or an authorized person can email support to add this to your subscription and activate the invoice module in your account.

Once advised that the module has been added to your account, refresh the system by logging out and logging back in for the changes to take effect.

Before you create your first invoice, you must complete a quick, one-time setup of your office defaults and products.

1. Configure Office & Payment Settings
   

1. First, establish your default invoice terms and bank details so they automatically populate on every invoice you generate.

   1. Navigate to the Setup Cog in the top-right corner of your screen.

   2. Select Agencies and Offices, then click Edit on your specific Office Name (do not select the Agency level).

   3. Click on the Invoices tab (this tab will become visible once the module is activated).

   4. Fill in your default preferences:
      

   1. Due Date: Set the standard number of days clients have to pay.
      

   2. Taxation Country: Select your country (e.g., Australia) and configure GST.
      

   3. Payment Instructions: Input your office bank details (Bank Name, Account Name, BSB, and Account Number) so clients know where to send payments.
      

   5. Save Office
      

   6. Go back to your main dashboard and Navigate to the main menu and select Finances: When the invoicing dashboard opens, you will see three main tabs:
      

   1. Invoices, Categories, and Products.

2. Manage Categories
   

1. Go to the Invoices tab under Finances > Invoicing
   
2. Click on the Categories tab. By default, your system includes three pre-configured categories:
   
3. Commission
   
4. General
   
5. VPA (Vendor Paid Advertising) 

   

   Note: If you need custom groupings, simply click Add Category to create a new one.

3. Create Your Products
   

1. Next, build your product list. This saves you from manually typing out item names and pricing every time you bill a client.

   1. Go to the Invoices tab under Finances > Invoicing 
      
   2. Click on the Products tab.
      
   3. Click Add Product to input your individual billing items.
   4. Assign each item to a category and enter its price.
      Examples: 
      
   1. Product Name: REA Premier | Price: $2,900 | Category: VPA
      
   2. Product Name: Domain Silver |
      
   3. Product Name: Title Search | Price $49.00 Category: General

4. Create Invoices

Now that your bank details are set and your products are loaded, you are ready to create your first invoice!

Head to the Invoices tab under Finances > Invoicing, click Create Invoice, and select your pre-configured products to bill your clients in just a few clicks.  See this help file for more info on How to add an Invoice