Generate Invoice
Last updated
Last updated
In the Real Estate plugin, invoices are automatically created and prepared for all rental payments associated with each contract. These payments occur based on the defined within the . Through the Generate Invoice section, merchants have the ability to explore all prepared invoices. They have the option to specify the desired , or period to view all invoices prepared thus far.
The Generate Invoices Dashboard helps merchants easily manage rental invoices with tools for viewing, printing, and sharing payment links.
Automatic Invoices: Invoices are generated based on the payment frequency set in each contract.
Filter and Display: View invoices by selecting Property, Profile, or Time Period (from the plugin activation date to the current month).
Quick Preview: Click the SHOW button to display all relevant invoices.
Print Invoices: Easily print invoices as professional PDF files using the Print button.
Send Payment Links: Share payment links directly with customers using the Send Payment Link button.
Apply Discounts: Discounts are automatically calculated based on unit rates and free periods between the contract start and payment start dates.
Invoice Details: Each invoice includes property info, unit details, contract data, tenant information, and financial summaries.
This dashboard simplifies invoice management, making it faster and more efficient.
This example demonstrates how to display, generate, and send invoice links. The displayed invoices can be filtered by property name, profile, or date. In this case, we specify the period as January 2025 and the property as Doc Building and Doc Building and Villa.
When the SHOW button is clicked, all relevant invoices from the activation date of the Real Estate plugin up to the selected month are displayed, as shown in the figure below.
Merchant can easily update the collected amount through the Actual PAID Amt field.
Create the invoices.
Send the payment link to the tenant.
Each invoice will be displayed with information such as , , , contract and dates, date, , and , along with the following amount information:
Printing invoices is quick and straightforward. After the relevant invoices, simply click on the Print button. The system will automatically format and generate a printable PDF version of the selected invoices.
After clicking the SHOW button, check , the Generate Invoices and Send Links buttons become active. Clicking this button will:
