Desktop Version From the sidebar tap on “Invoices” Check you are on the “Unpaid” tab Select the required invoice from the list or use the search bar by typing in Inspection, Landlord name or Address. Tap on “Mark as Paid’ The Invoice will now be saved under the “Paid” tab.
Category: Invoices and Quotes
How to Edit an Invoice/Quote
Desktop Version From the sidebar tap on “Invoices” Select the required invoice from the list or use the search bar by typing in Inspection, Landlord name or Address. This will then allow you to either “View Invoice”, “Edit Invoice”, “Delete Invoice” or “Mark as Paid’. Complete the same process to edit a Quote
How to Create a New Invoice
Desktop Version • From the sidebar click on “Invoices”• This is where all of your invoices will be stored. To create a new one click on “Create Invoice”• Add your Inspection Address Details tap “Save & Continue”• Add your Landlord (or Agent) Details tap “Save & Continue “New Invoice” Page Tap “Add Item” You can […]
How to Create a Quote
Creating a new Quote on Desktop From the sidebar click on “Quotes” This is where all of your quotes will be stored. To create a new one click on “Create Quote” Add your Inspection Address Details tap “Save & Continue” Add your Landlord (or Agent) Details tap “Save & Continue” “New Quote” Page Tap “Add […]