Create Invoice
The Create Invoice feature allows users to create and manage invoices, offering flexibility with property-based or general transactions
Rick
Last Update 5 hari yang lalu
Create a one-time or recurring invoice for a tenant, landlord or other contact.
Step 1: Open Create Invoice
- From the left-side menu, click Dashboard.
- Click Quick Actions.
- Select Create Invoice. For rent that repeats every month, choose Create Recurring Invoice instead.
You can also go to Accounting > Invoices and Receipts and click Create A New.
Step 2: Choose the invoice type
- Property based: the invoice is tied to a property or building, for example rent, utilities or a deposit.
- General: not tied to a property, for example a fee charged to a landlord for your services.
Step 3: Fill in the details
- Title: give the invoice a clear name, for example "May Rent" or "Key Deposit".
- Property / Building: for property-based invoices, pick the address.
- Contact: choose who the invoice is for (tenant, landlord or other contact).
- Frequency: One-time for a single charge, or Recurring for a charge that repeats.
- Product: choose what's being charged, for example Rent, Last Month Rent or Admin Fees.
- Amount: enter the amount.
- Invoice Date and Due Date.
- Sales Tax: choose whether to include it.
- Notes: add anything the contact should know (optional).
Step 4: Save
Choose Save and Create a New Invoice if you have more to add, or Save This Invoice Only.
Pick the right product category
Every product on an invoice is tied to either an income or a liability category. Ask whose money it is:
- Income: money your business keeps, such as management fees, admin fees or commission.
- Liability: money you collect for the landlord and pass on, such as rent on a managed property, last month rent or key deposits.
Picking the wrong one misstates your revenue, so check before you save. Products and categories are managed under Accounting > Accounts and Categories, and you can create a new one from inside the invoice form.
Good to know
- You can also create the rent invoice while adding a tenant (Quick Actions > Add Tenant).
- Right after adding a tenant, the Create Other Payments prompt lets you set up last month rent or key deposit invoices quickly.
- Late fees and on-time discounts can be added automatically. Set them up under Settings > Rent Management.
- An invoice can be edited while it still has a balance. Once paid, or once a Stripe or ZumRails payment is attached, it's locked.