To create a Credit note, go to Finances and Add an expense, fill in the form and Save. The expense type should be Tenant refund. You can enter the following information: The type (Tenant refund) The date The payee The amount The VAT rate You can also enter: The tenancy A credit note number (of your choice) A description or a text for the document Attach a document When you create the expense, in order to produce a Credit note document, you have to switch on the Credit note option. Once the expense is created, you can access the credit Read more
To create an Invoice, go to Finances and Add a revenue, fill in the form and Save. You can enter the following information: The type The date The payee The amount The VAT rate You can also enter: The tenancy An invoice number (of your choice) A description or a text for the document Attach a document Once the revenue has been created, in order to produce an invoice document, you have to switch on the Invoice option. You can access the invoice by using the action buttons on the right. Edit Record a payment Invoice … Delete
Recoverable expense You can create an expense of the type “recoverable” in Finances. When an expense item is marked as recoverable, it will be used to calculate the tenant’s balance, so when you run a reconciliation of expenses from Tenancies, this expense will be charged to the tenant. Add an additional payment to the receipt You can add the expense as an additional item on your invoice. To do this, you have to edit the invoice or receipt from the Finance section > Edit and add an expense item under Other payment. This amount will be added to the total Read more
Once you create a booking, there is an invoice issued automatically in the Finance section. The invoice displays the details entered in the booking form (description, references, amounts…). The invoice can be sent to the tenants by email through the site or by your personal email (please download the PDF version). Good to know We advise the landlords who do holiday rentals to issue receipts or invoices for their tenants. This way you provide certainty and look professional. In any case, the guest will likely ask for a receipt.
To create a booking, click on the New booking action button in the Bookings section, follow the instructions, fill in the required fields, then click on the Save button. For every booking you can enter: The property, The duration, The rent and other different services, The deposit, The tenants (you can add multiple tenants in the case of co-living tenancy), Add documents. Once the booking is created, an invoice is automatically generated in the Finance section. To edit a booking, please go to the Bookings section, click on the Edit icon on the right, then click on the Save button.