Note: We recommend that users create a sales invoice from the accountancy software used to manage their estate agency fees, as it would normally generate a corresponding invoice number.
SME Professional can be used to generate a sales invoice document via Correspondence > Template Documents. The resulting document can then be printed or emailed to the relevant parties.
1. Creating an invoice template
Before generating a sales invoice, users must create their own invoice template.
For guidance on creating a new template, refer to the Template Documents help article.
Franchise clients can use the invoice template provided by their Central Office, available through the franchise documents portal.
Once the template has been reviewed, please click here for further guidance on uploading it to the system.
2. Generating a Sales Invoice
After the invoice template has been uploaded:
Go to Correspondence > Template Documents
Select the required property
Select the appropriate invoice template
Select Generate document
The system will automatically populate the invoice with relevant information from the associated records.