You can now generate and send invoices from the Apto platform. You can find invoices on any booked Comp or on the Invoices tab. On the Invoices tab you can easily see views for invoices that are new, sent or paid.
Creating a New Invoice
Invoices are created when a deal is booked for regular sale and lease comps. Invoices can also be autogenerated in the case of over the term commissions. Invoice can be manually created from the Invoice list view as well. Note: It is recommended to use book deal wizard for creating and editing invoices
Next: Edit an Invoice