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Invoice Types

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Summary
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Previous: Preview and Email Invoice

The invoice PDF generated through Apto differs based on the transaction type.

Standard Sale Invoice

The standard sale invoice format is used for all the comps with record type Buyer Representation or Seller Representation. The standard sale invoice pdf has two sections.

  1. Sale Commission Items - these entries are taken from related commission item records created while booking the deal.

  2. Billing Schedule - this table is constructed from the list of all invoices in the invoice related list on the corresponding comp.The invoices in the billing schedule are listed with oldest invoice first. Billing schedule includes all the invoices related to the comp even if the previous invoice is paid in full.

 

Standard Lease Invoice

The standard Lease invoice format is used for all the comps with record type Landlord Representation or Tenant Representation. The standard Lease invoice pdf has three sections.

 
  1. Lease Commission Item - These are the commission items that are filled in step 3 of the book deal wizard.

  2. Other Considerations - Additional commission items without term information filled in step 3 of the book lease wizard.

  3. Billing Schedule - This table is constructed from the list of all invoices in the invoice related list on the corresponding comp.The invoices in the billing schedule are listed with oldest invoice first Billing schedule includes all the invoices related to the comp even if the previous invoice is paid in full and there is "0" outstanding.

 

Recurring Lease Invoice

There are instances where the commission is collected as the rent comes due. These over the term invoices are billed monthly, and it takes time to create these invoices manually every month for the term of the lease. We automated this process so you can set up the invoice details at the time the deal is booked, and the system will automatically generate monthly invoices.

 

These invoices have one section that presents the monthly term and amount due for that month. If there are prior invoices that are unpaid or partially paid, those invoices are added as a line item under the lease commission item table.

 

Once a prior invoice is paid in full, it will no longer show up in the latest invoice pdf.

 

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