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 manually type in the required fields I.E Quantity, Description and so on (when you create invoices the items are then saved under “Choose Existing Item” tab so you are able to select from your previously used items)
- Please note the “Unit Price” field doesn’t recognise the “£” symbol.
- Tap “Add Item”
- Now you are back on “New Invoice” Page, proceed to fill out the following fields such as “VAT”, “Invoice Reference” and so on and tap “Save & Continue”
Send Email
- On this page you are able to view, edit, delete and mark as paid by tapping the required button.
- Recipient’s email address will be prefilled from the email addresses from the inspection/landlord details.
- To add multiple emails tap the “Plus Button” then scroll down and tap “Save & Send Email”
Mobile Version
- From the dashboard tap on ” New Invoice”
- Add your Inspection Address Details by either selecting “choose existing” or “look up address” then tap “Save & Continue”
- Complete the same process to Add your Landlord (or Agent) Details or toggle the button to use the inspection details before you “Save & Continue.
New Invoice Page
- Tap “Add Item”
- You can manually type in the required fields I.E Quantity, Description and so on (when you create invoices the items are then saved under “Choose Existing Item” so you are able to select from your previously used items).
- Tap “Add Item”
- Now you are back on “New Invoice” Page, proceed to fill out the following fields such as “VAT”, “Invoice Reference” and so on and tap “Save & Continue”
Send Email
- On this page you are able to view, edit, delete and mark as paid by tapping the required button.
- Recipient’s email address will be prefilled from the email addresses from the inspection/landlord details.
- To add multiple emails tap the “Plus Button” then scroll down and tap “Save & Send Email”
- Alternatively you can save and send the certificate via other platforms. You can do this by taping the “Share/Download” and selecting your preferred method.
