How do I add a mortgage invoice?

In order to create a mortgage payment invoice, go to "Accounting" in the left menu of your dashboard and select "Property Expense" from the "Money Out" tab.

Select the "Mortgage and Loans" category and any needed sub-category. Fill in the required information and press the "Create Invoice" button:

Or you can mark the invoice as paid if needed and confirm the action by providing the necessary information:

Please note!  In order to create an invoice, you must select the payer or payee of the invoice. You can then add your bank as ServicePro and create mortgage invoices for them.

 

Last updated:

Sep. 24, 2021