Add an Invoice

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 related help articles: 

1. Default Banking Details help file: Click here
2. Setting up your Products : Click here
3. Setting up your Categories : Click here 

Add an Invoice

  1. Hover over the Finances menu.
  2. Click on Invoices.

  1. Click on + Add Invoice.

  1. You will now be taken to the Add Invoice page as below.
  2. You will see 4 tabs on the left for different sections of information; Basic Details, Items, Payments and Notes.


Basic Details

  1. Choose whether the invoice is for a Contact, the Office or an Agent.
  2. Select the Contact this Invoice is for.
  3. Select the Listing this Invoice relates to.
  4. Select the Invoice Reference on enter a new one manually.
  5. Choose the Category (see this article for guidance on adding a new Category).
  6. Enter the Invoice Date and Due Date.
  7. Opt whether to use the default office payment details or select Customise to enter new details.
  8. Select Next to be taken to the Items tab.

Items

  1. Select whether these Products include or exclude GST.
  2. Choose a product from the dropdown box (see this article for guidance on adding a new Product). You can tick the Add a custom item box to freetype a specific item for this Invoice (please note this option will not save the Product for future use on new Invoices).
  3. The price will automatically come through for this Product. You can amend this price, or tick the Add Discount box to take off a percentage.
  4. Click on + Add Item to add an additional Product to this Invoice.


Payments

  1. Click on + Add Payment.
  2. Enter in the Date of Payment, Payment Method, Transaction ID (if used) and the Total Amount Paid.
  3. Select + Add Payment again if the invoice was paid by 2 or more separate transactions/tenders.

Notes

  1. Add in Notes for this Invoice. Entries in the first Notes box will show on the final Invoice. The Private Notes section will not show and is for internal use only.

Checklist 

  1. If a payment was added then the Checklist will automatically be marked as Paid. If no payment was entered this section will say Unpaid. You can save an Invoice as Unpaid and mark it as paid at a later date.
  2. If payment information was entered but has not been received (eg. a bank transfer that is not yet showing in your account), you can mark this invoice as Unpaid by clicking on the green slider button as below.
  3. Once all details have been entered, click on Save.

  1. Your invoice will now be available for you to download and/or send.
NOTE : If the Invoice has been marked as Paid, you will need to use the Status dropdown and select Paid to view the invoice as the software will default to Unpaid Invoices.