Add An Invoice Via The Financials Section Of A Listing

When you are ready to enter an invoice against a listing but don't have a contract created yet, you can still do so via the listing's Financial section.

This article will guide you through adding an invoice via the Financial section within a Listing.

Invoice For Full Balance, Advertising, Or Commission

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address of the required listing.
   
4. Click Financials.
5. Click Invoices.
   
6. Hover your cursor over Create Invoice.
7. Select one of the following options:
   • Create Invoice For Full Balance
   • Create Advertising Invoice
   • Create Commission Invoice
     
8. Review the following invoice details and make any necessary adjustments:
   • Invoice (number)
   • Date Issued
   • Due Date
   • Invoice To
   • Items
     • To add additional items, click Add Item and fill in the details.
   • Notes
      
9. On the right side of the screen, review the following details and make any necessary adjustments:
   • Status
   • Listing
   • Contract
   • Gst Entry Method
   • Select from Trusts / Bank Accounts
   • Bank Account Name
   • Bank Account BSB
   • Bank Account BSB
      
10. Click Save Invoice.
    

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Invoice For Other

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address of the required listing.
   
4. Click Financials.
5. Click Invoices.
   
6. Hover your cursor over Create Invoice.
7. Click Create Other Invoice.
   
8. Fill in the following invoice details:
   • Contact
   • Date (issued date)
   • Due Date
   • Invoice Number
   • Listing
   • Contract
   • Status
   • Select from Trusts / Bank Accounts
   • Bank Account Name
   • Bank Account BSB
   • Bank Account BSB
   • Notes
      
9. Click Save.
   
10. Review the following invoice details and make any necessary adjustments:
    • Invoice (number)
    • Date Issued
    • Due Date
    • Invoice To
    • Items
      • To add additional items, click Add Item and fill in the details.
    • Notes
       
11. On the right side of the screen, review the following details and make any necessary adjustments:
    • Status
    • Listing
    • Contract
    • Gst Entry Method
    • Select from Trusts / Bank Accounts
    • Bank Account Name
    • Bank Account BSB
    • Bank Account BSB
       
12. Click Save Invoice.
    

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