Invoices

Invoices

Generate professional invoices, email them to clients, and file them in SharePoint automatically.

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Guided walkthrough1 / 10
STEP 1Dashboard → New property

Intake a property

  • •On the Dashboard, click “New property” and enter the name, address, type and client reference.
  • •Save it — a property card appears in the list.
  • •Click the card to open its workspace. Everything from here on happens inside that property.