We take the "easy" part of our company name to heart. This is especially true when it comes to creating new invoices. Let's take a look.

Start by navigating to the Invoices page and pressing "Create New Invoice" or navigating to this link. Once there, choose a client you wish to invoice:

Once selected, you're now able to specify all of the invoice details.

Starting from the top left, the client name, address, and details are auto-filled in the "Client Information" section along with the client's details. The right side shows the "Invoice Details" which are prefilled with default values and are not required to be modified. As a note, the "credit" value will be deducted from the invoice total.

The bottom part of this page is where you select or add new billable items (or line items). This section is pre-populated with any billable items added to evictions and not already added to any other invoices. In addition, you can specify a billable item not tied to any specific eviction by pressing the "Add Billable Item" button. One or more billable item has to be selected to continue.

Once all required fields are filled, press the "Save" button.

Once saved, the invoice is created and saved as a draft. The invoice is currently in a "draft" state which simply means it has not been sent to the client and is not accessible through the client portal--and it is still possible to delete the invoice. A PDF is also generated with the invoice details and a link to it can be found under the "Invoice History" section.

Once ready to send, press the "Send Invoice" button in the top right.

A Send Invoice window will pop up with an email template that includes the usual details--remaining balance, due date, etc. Pressing "Send" will send the message to the selected email addresses. Your invoice is now final and out of draft mode. In addition, the invoice is now visible on the client portal (if the client has set up their account).

Any check or cash payments can be recorded on the EasyEviction invoice page using the "Record Payment" button. If a partial payment is recorded the payment amount will be deducted from invoice total in both systems. If a full payment is recorded then the invoice will be marked as paid in both systems as well.

See more about recording payments here.