How do I Create an Invoice? (Cleaning Company)

Go to Billing and choose Create Invoices

To create a single Invoice, follow these steps:

1. Enter the Date Range
2. Select the Property Manager from the drop-down 
3. Click the blue Search button
4. Click the blue Generate Invoice button

• Only appointments in the Completed status can be invoiced.
• Un-check the box to the left of the appointment to exclude it from the invoice.
• You can add multiple line item adjustments and notes for each by clicking the (+).
• You can also add an invoice note to display on the invoice if needed.

TIME SAVER:  Create an Invoice for all Property Managers at once.

1. Enter the Date Range  (Leave the Property Manager field blank)
2. Click the blue Search button
3. Click the blue Generate Invoice button

If you have questions or need help, email us at [e-mail].