Learn how to create and send invoices to your customers on Yorlet. Invoices provide a detailed breakdown of the charges and services provided to your customers. You can create invoices for one-time charges or use subscriptions to charge for recurring services.

​
Create an invoice

To create an invoice, follow these steps:

You can also create an invoice from the customer’s profile page by clicking on the Actions menu and selecting Create invoice.

  1. Navigate to the Invoices page in the Dashboard.
  2. Click on the New invoice button, or press N on your keyboard.
  3. Select a customer to create an invoice for. You can search for a customer by name or email address.
  4. You can optionally associate the invocie with an active tenancy if the customer has one.
  5. Select the Currency you’d like to use.
  6. Add a Memo to the invoice to provide additional information to the customer, it will be displayed on the invoice.
  7. Optionally set the period for the invoice, including the Start date and End date.
  8. Configure the Collection method for the invoice.
  9. Click Create invoice.
  10. The invoice will be created and you can now start adding line items to the invoice using the Add item button.
  11. Once you’ve added all the line items, click Review draft to review the invoice before sending it to the customer.
  12. Click Send to send the invoice to the customer. You can also untoggle Send invoice to customer to just finalise the invoice and send it later.

Invoices cannot be deleted or edited once they have been finalised. If you need to make changes to an invoice, you can create a new draft revision of the invoice and make the necessary changes. If you need to delete an invoice, you can mark it as void.

​
Adding line items

When adding line items to an invoice, you can specify the following details for each line item:

  • Type: The type of the line item.
  • Unit: You can associate the line item with a unit. This is useful if you want to transfer the value of the line item to the owner of the unit. You must have a unit associated when the item type is Rent.
  • Description: A short description of the line item.
  • Unit price: The price of a single unit of the line item.
  • Tax rate: The tax rate for the line item.
  • Transfer behaviour: Determines how the value of the line item is transferred to an owner, if at all. You can customise the transfer behaviour for each line item you add. You must have a unit associated with the line item to use the Auto transfer behaviour.
    • Auto: transfers the value of the line item to the owner of the unit based on the unit’s ownership structure. The line item must have an associated unit.
    • Owner: transfers the value of the line item to a specified owner.
    • None: will not initate any transfers.

​
Advanced options

We also support some advance options when creating an invoice.

OverviewEdit invoices