Choose either "To be emailed" or "To be printed."Ĭlick the "Save and Close" button at the bottom of the form. Identify how you want the invoice to be delivered to your customer.
You can enter as much detail as you want or a simple thank-you message. Include any messages you want to give your customer in the "Customer Message" box. If your rental consists of multiple items, make sure to enter the price for each one. Indicate the rental price under the "Price Each" tab. For example, if you're renting out a specific property, you could type the address for the description. If it's not already on the list, select to add a new one and fill out the form accordingly.Įnter a description for the item or property you're renting under the "Description" tab. Select the item or property you're renting from the "Item Code" drop-down menu. If you're renting out a single item or property, enter "1." If you're renting out multiple items, enter the appropriate number. If this is a new customer, select the option to add a new one and type in the customer's name and contact information.įill in the quantity field with the appropriate figure. The renter's contact and billing information will automatically populate the appropriate fields. How to invoice The simplest solution is to draw up a standard invoice template in Microsoft Excel and update it each month before emailing it to your tenant. Select your renter's name in the "Customer Job" drop-down menu on the top of the form. Select "Customers" from the menu bar and then choose "Create Invoices" from the drop-down list.Ĭhoose your invoice template by clicking on the drop-down menu located on the upper-right corner of the form. Create invoices using Excel templates so that the totals are automatically calculated when you incorporate relevant equations in the set up.
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