Lease24

    Creating and Sending an Invoice

    Overview

    To create a new invoice, click the Create Invoice button on the Invoices tab. This opens a multi-section dialog where you fill in all the details.

    Invoice Details

    Start by entering the basics:

    • Invoice Name/Title - A short description (e.g., "March 2026 Rent")
    • Invoice Type - Choose from Rent, Service, Management Fee, or Other

    Selecting a Template

    If you have saved invoice templates, you can select one from the Template dropdown. This auto-fills your sender information, payment terms, notes, and payment instructions, saving you time on repeat invoices.

    Choosing a Recipient

    You have two options:

    1. Saved Recipient - Select from your contact list. This auto-fills the recipient name, email, address, phone number, and (for tenants) their lease, property/unit, and a rent line item.
    2. New Recipient - Manually enter the recipient details.

    When you select a tenant as the recipient for a Rent-type invoice, the system automatically adds a line item with their monthly rent amount from the active lease.

    Property and Unit

    Select the property and unit associated with this invoice. If you chose a saved tenant recipient, these fields are auto-filled.

    Sender Information

    Enter or confirm your details:

    • Name, Address, City, Province, Postal Code, Phone

    These fields are pre-filled if you selected a template with saved company info.

    Line Items

    Add one or more line items to the invoice. Each line item includes:

    • Description - What the charge is for
    • Quantity - Number of units
    • Unit Price - Price per unit in CAD
    • Category - Categorize the charge (e.g., Rent, Utilities, Parking)
    • Tax Exempt - Toggle on if this item should not have HST applied

    Click Add Line Item to add additional charges.

    Financial Summary

    The bottom of the dialog shows a live calculation:

    • Subtotal - Sum of all line items
    • Discount - Any discount applied (enter as a dollar amount)
    • Taxable Amount - Subtotal minus tax-exempt items and discount
    • HST (13%) - Calculated automatically on the taxable amount
    • Total - Final amount due

    Ontario Compliance

    The system validates your invoice against Ontario Residential Tenancies Act rules. If you add charges that are prohibited for residential tenants (such as administrative fees or key deposits exceeding allowed limits), a warning appears explaining the issue.

    Notes and Payment Details

    • Notes - Add any additional information for the recipient
    • Payment Instructions - Describe how payment should be made (e.g., e-Transfer to your email)
    • Payment Terms - Set terms like "Net 30" or "Due on receipt"
    • Payment Method - Select the expected payment method

    Saving and Sending

    You have two options:

    • Save as Draft - Saves the invoice without sending it. You can review and send later.
    • Send Invoice - Saves and immediately sends the invoice to the recipient via email.

    Unsaved Changes

    If you try to close the dialog with unsaved changes, a confirmation prompt appears asking if you want to discard your work or continue editing.