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Create an invoice

To create an “Invoice”, follow these simple steps: go to the “Finance” section, then click “Add revenue”.

For each invoice, you can enter the following information:

  • The property,
  • The type,
  • The date,
  • The payer,
  • The amount,
  • The VAT amount.

In addition to this information, you can also enter:

  • The tenancy agreement,
  • The number,
  • The description or text for the document,
  • The associated documents,
  • The “Invoice” option (enable it to produce an accounting invoice).

Once the income has been created, you can open the generated document via the actions to the right of the line.

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To create a credit note, go to the “Finance” section and click “Add expense”. For each expense of the “Credit Note” type, you can enter the type, the date, the customer, the amount and the VAT amount, plus the tenancy agreement, a number, a description and the associated documents, and enable the “Credit Note” option.

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Sending the rent receipt to your tenant

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