Generate Invoices

In the Real Estate plugin, invoices are automatically created and prepared for all rental payments associated with each contract. These payments occur based on the payment frequency defined within the contract form. Through the Generate Invoice section, merchants have the ability to explore all prepared invoices. They have the option to specify the desired property, profile, or period to view all invoices prepared thus far. By clicking on the SHOW button, all relevant invoices will be displayed.

Merchants can only choose the period for previewing the invoice within the range of the plugin activation date till the current month.

In the example below, we specify the period as March 2024 and the property "Doc Building and Villa".

Once the SHOW button is clicked, all the relevant invoices from the date of activation of the Real Estate plugin until the chosen month will be displayed, as demonstrated in the figure below.

Each invoice will be displayed with information such as property, unit information, contract number, contract start and end dates, due date, termination details, and tenant information, along with the following amount information:

Original AMT, Payment AMT,

Discount:

It determines the discount amount, influenced by several factors:

• The primary factor is the discount rate applied to the units associated with the property linked to the contract.

• If the payment start date of a contract falls after the contract's start date, the system identifies the period between the contract start date and the payment start date as free. It calculates the value of these days and adds this amount to the total discount.

Paid AMT:

It is equal to Payment AMT after applying the defined discount. This discount is specified when adding the unit.

Actual Paid AMT:

It refers to the amount that the merchant expects the customer to pay for this invoice. Although the merchant can modify this amount, It can be either more or less than the Paid Amount, but it cannot exceed the original invoice amount.

Invoice Color Code:

From the above example, we notice that each invoice is color-coded to indicate the status of the payment. Below shows what each color refers to.

An Open Balance invoice refers to an invoice with a due date that occurs before the plugin activation date.

After clicking the Show button, the Generate Invoices and Send Links button becomes active. Clicking on it will send the payment link to the customer, if the Payment Link is one of Payment Methods, Additionally, will list the invoices within the invoices section, which will be further explained in the following section.