How To Submit Invoices

Demo: How to submit an Invoice

Step by step:

1. Choose the deal type
• Locating, Residential Lease, or Residential Sale

2. Confirm Agent
• This should auto-fill with your name.

3. Select the Lead
• Pick the correct lead from the list.

4. Select the Property
• Search your property list first.
• If the property doesn’t exist:
• Tap Select a Property → Add Property
• Fill in: Property name, address, ZIP code
• (If applicable) select management company/fund (e.g., RPM Living, etc.)
• Tap Save

5. Fill in Client Name (editable)
• You can edit this if the lease is under a different person than the lead name.

6. Add the key dates
• Approval date
• Move-in date

7. Enter unit & lease details
• Unit number
• Lease term (e.g., 12 months)

8. Select Escort vs Send
• Escort = you took the client to the property
• Send = you only set the appointment / did not escort

9. Upload the Guest Card (required)
• Take a screenshot of the guest card and upload it.
• This helps Finance provide it quickly if the property asks later.

10. Add confirmation details
• Name of the person who confirmed the lease (if you have it)
• Select Regular housing vs Student housing (if applicable)

11. Enter Commission Details
• Rent amount
• Choose fee type:
• Percentage-based: enter the % number (example: 125 for 125%)
• Flat fee: enter the flat amount (example: 1000)

12. Tap Submit to Finance
• After you submit, Finance uses this info to send the invoice to the property (typically upon move-in).