How do I generate invoices in Rentman?

In Rentman, you can generate invoices, export them to accounting software, or mark them as paid. Read this article to learn how to set up your invoicing.

Generate an invoice

For an existing project

  1. (From monetization_on Financial module > To be invoiced) Select the project you want to invoice and click on monetization_onInvoice.
    (From project) Financial tab, click on  Add invoice
  2. Check the settings.
  3. Choose to invoice the whole total in one go or to make a partial invoice.
  4. (Optional) In the Invoice lines section, you can add additional amounts to the total of the project. If you add a line with a negative amount, this will be subtracted from the total.
  5. (Optional) In the Invoices to subtract section, you can deduct an amount you have already charged in a previous invoice - this is especially useful if you are invoicing the project in different moments.
  6. Click  Generate on the top right of the screen.
  7. If necessary, make adjustments to the layout, document text, and advanced settings. 
    Do you wish to set up your invoices more quickly in the future? Check "Skip this popup next time" at the bottom of the pop-up screen. 
  8. Click on Generate  

Not connected to a project

  1. Go to monetization_on Financial module > Invoices.
  2. Click on  Add invoice
  3. Fill in the details.
  4. In the Invoice lines section, you can add additional amounts to the total of the project. If you add a line with a negative amount, this will be subtracted from the total.
  5. (Optional) In the Invoices to subtract section, you can deduct an amount you have already charged in a previous invoice - this is especially useful if you are invoicing the project in different moments.
  6. Click on  Generate
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