Setting up Invoice templates for Real Estate customers

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Go to Clients tab, and open a Client

Click Billing Details tab

In Client Details, enter the customer/client name

Then select Property Owner, C/- Company Name

Then select Property Owner, C/- Company Name in Billing Details tab

Complete the Billing Details as shown here

Complete the Billing Details as shown here

Once once click Save

Once once click Save

Go to Dispatch Board, click New Job

Go to Dispatch Board, click New Job

Select the Real Estate client/customer you just created

Select the Real Estate client/customer you just created

Enter the details of the tenant and save it.

Enter the details of the tenant and save it.

1. Address of the tenant

2. Name of the tenant

Open your invoice template and enter these fields:

Open your invoice template and enter these fields:
  • {job.billing_address}
  • {job.company_name}

Save the document template and re-upload from your account and test it out.

When you generate the invoice it will now address to the billing contract about the work carried out at job address of the tenant

1. Real Estate Client Details

2. Tenant Contact Details

3. Tenant Job Address

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