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Creating Invoices on Bookings & Leases

Generate invoices directly from a booking or lease.

Updated over 2 months ago

Generate invoices directly from a booking or lease.

From a Booking

  1. Open the booking detail page.

  2. Scroll to the Invoices section.

  3. Click Create New Invoice.

  4. Fill in the modal:

    • Use booking billing - A checkbox (enabled by default) to use the same billing information as the associated booking. Uncheck to enter custom billing details.

    • If unchecked, fill in the billing fields: First Name, Last Name, Company Name (optional), Email Address, Mobile Number, and Billing Address.

    • Total Amount (AUD) - The invoice amount in dollars.

    • Description - What the invoice is for.

    • Due Date (optional) - When payment is due.

  5. Click Create Invoice.

The customer will receive an email notification with payment instructions.

From a Lease

Lease invoices are created on a one-off basis. Recurring or automatic billing for leases is not currently supported β€” each invoice must be created manually.

  1. Open the lease detail page.

  2. Scroll to the Invoices section.

  3. Click New Invoice.

  4. Fill in the details:

    • Invoice Type - Select the type: Rent Payment, Late Fee, Security Deposit, Utilities, Maintenance Fee, or Manual Invoice.

    • Invoice Customer - Choose a customer on the lease to invoice.

    • Amount (AUD) - The invoice amount in dollars.

    • Description - What the charge is for (e.g. "Monthly rent - March 2026").

    • Due Date (optional) - When payment is due.

  5. Click Create Invoice.

The customer will receive an email notification with payment instructions.

During Booking Creation

When creating a new booking via the admin panel, you can toggle Create Invoice on to automatically generate an invoice. Choose between automatic calculation (based on the booking price) or enter a custom amount.

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