Create an Invoice

Rex Property Management allows you to create invoices for any relevant funds.

Add an Invoice

You can create an invoice from the Global Create Button or directly from the record.

The Global Create Button

1. Click the Global Create Button

2. Select Create Invoice

From a record

1. Go to the Contact, Ownership or Tenancy

2. Select Actions

3. Click Create Invoice

Add Invoice Details

Once you have created your Invoice you can add the Invoice Details.

Details about our more advanced Invoice Features can be found in our Invoice Details help article. 

1. Enter basic invoice information

   • Description - A few words to define the invoice

   • Due Date

   • Invoice From - Who is this invoice payable to

   • Bill To - Who is to pay this invoice

   • Bank Account - Which account are these funds to be paid to

   • Disbursement Instruction - How would you like these funds to be disbursed

     • Disbursement preferences - this will ensure you can disburse as per normal

     • EFT - this is to disburse specific for this invoice, these funds cannot be allocated elsewhere during the disbursement

   • Bill Reference - optional reference number

2. Add Line Item

   • The information required will be dependent on the payable to and payable from values.

   • ie if both payable to and payable by are ownership or tenancy records you will need to select which property the invoice is payable to and payable by.

3. Click Create Invoice