Creating and Sending Invoices

In SkySlope Books, you can easily create and send invoices for payment!

Invoices in SkySlope Books can be paid three different ways.

  • Agents can pay via bank account or credit card.  This requires the brokerage setup either or prior to sending the invoice.
      • Note: The agents financial information does not need to be added in order for them to make a payment.  Upon making their first payment on an invoice, the payment information will automatically populate into the Payment Methods for that Contact.
  • Admin for the brokerage can charge the bank account or credit card manually.  This requires the brokerage setup either or 
      • Note: The financial information does need to be added to the Payment Methods for that Contact.
  • Admin can record a payment made directly to the brokerage.
  • ***Coming Soon*** Admin can setup automatic payments on recurring invoices!


Before You Start

We recommend adding all the relevant contacts and services/products of a transaction first before creating invoices. This helps keep your accounting operations organized and avoids accidental duplication.

You can find instructions for adding those important details here:


Creating Invoices  

Reminder: There are two different integrations available when sending invoices for payment via bank account or credit card.  These integrations will need to be setup prior to sending invoices for payment.  

1. In the left menu, navigate to Sales (A/R). Then go to the Invoices page. 



2. Once on the Invoices page, click Create in the upper right corner.



3. Now you will land on the Create Invoice page, where you will provide all of the important details for the invoice: 

Create Invoice.png

For the above image, reference the blue number to learn about that item's action:

  1. Invoice Date: The date the invoice is issued. If necessary, you can backdate the invoice.
  2. Customer: This is the person you are sending the invoice to; the person who will pay the invoice. If your customer does not already exist in your contacts, you can click the Create Contact icon to create a new customer.
  3. Sales Person (Optional): If necessary, you can select a Sales Person to list as the person who is sending the invoice. This is used when a sales agent needs to be associated with an invoice.
  4. Allow to Deduct from Deal (Optional): Use the checkbox to select the correct setting. When checked, this will allow you to deduct an outstanding balance from an agent's next commission payout. The invoice will appear in the agent's disbursement card in the deal.
  5. Payment Terms: This will determine when the payment is due.
  6. Accepted Forms of Payment (Payment Method): Important: This will determine how you receive the payment when utilizing the and/or integrations.                                      Important: Ensure that the appropriate options are selected for how you would like to receive payment.
      • Bank Account:  By default, your operating account will be selected.
      • Credit Card:  The integration added for Money Transfers will be listed.  
        • Note:  If you have both and added, will be defaulted.  You may change to Payload.  If you would like to only reflect Payload, delete from your Money Transfers integration.
  7. Product/Service: Choose the Product/Service for which you are invoicing. If you do not already have the Product/ Service created, you may create one.
    - The Account will auto-populate based on the Ledger Account you associate with the Product/ Service.
    - The Rate will auto-populate based on the Price of the Product/ Service; however, you may change it on the current invoice if needed.
    - If you need to add more than one item, click the + icon next to Items.
  8. Deal Association: If necessary, click the + icon next to Deal Association to associate this invoice to a Deal.  This is for reporting purposes only.
  9. Assign to Division: If necessary, use the drop-down to select a Division. This option lets you choose from the available company Divisions. It will only show the Divisions if the ledger account is accessible to some or all Divisions.
  10. Apply Credits: Check the box to apply any available Credits.

4. Once you've completed filling out all of the necessary invoice details, click Create. Then select from the available options.

  • Create and Send to finalize and send your invoice immediately. Your invoice will be sent to your contact’s email address on file.  If or are set up, the agent will be able to Review & Pay the invoice directly from the email.

  • Create as Draft so that the invoice can be edited and sent at a later date.

  • Create as Open creates the invoice but does not send it. The status will show as Open. 

Note: If or are set up, the charge feature may be used by the Admin to pay Open invoices.  Learn more about this feature by clicking HERE!



Create And.png


Record a Payment

If you simply need to record a payment made rather than sending someone an invoice to pay, you can do so with SkySlope Books! 

Learn how to record a payment.


Pay an Invoice - Agents

Feel free to share the resources below with your Agents for instructions on how to pay an invoice!


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