Workflow

Real Estate Management — Contracts, invoices, payments and PDFs

Use the broker-side contract/invoice/payment implementation, comments, renewals, files, email and PDF flows.

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35 guides

Guide

Open Real Estate contracts

Open Real Estate contractsReview core CRM contracts exposed in the broker workspace.Broker Portal → Contracts

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Create a Real Estate contract

Create a Real Estate contractEnter client, subject, value, dates/content and linked project/property context.Broker Portal → Contracts → New Contract

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Edit a Real Estate contract

Edit a Real Estate contractUpdate an eligible contract’s content, visibility and value.Broker Portal → Contracts → open contract → Edit

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Load a contract template

Load a contract templateInsert a supported stored contract template.Broker Portal → Contracts → New/Edit → Template

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Mark a contract signed or unsigned

Mark a contract signed or unsignedUse the supported status actions.Broker Portal → Contracts → open contract → Mark Signed / Unmark Signed

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Clear a contract signature

Clear a contract signatureRemove the stored signature only when correction is authorised.Broker Portal → Contracts → open contract → Clear Signature

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Generate a contract PDF

Generate a contract PDFCreate the PDF from the current saved contract.Broker Portal → Contracts → open contract → PDF

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Email a contract

Email a contractSelect recipients, CC, custom content, attachments and attach-PDF.Broker Portal → Contracts → open contract → Send

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Add, edit or remove contract comments

Add, edit or remove contract commentsMaintain the supported comment thread.Broker Portal → Contracts → open contract → Comments

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Add or remove contract attachments

Add or remove contract attachmentsUpload internal/external attachments or delete a selected file.Broker Portal → Contracts → open contract → Attachments

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Renew a contract — Contracts, invoices, payments and PDFs

Renew a contract — Contracts, invoices, payments and PDFsCreate a renewal entry with revised terms/dates.Broker Portal → Contracts → open contract → Renew

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Delete a contract renewal

Delete a contract renewalRemove an incorrect renewal entry.Broker Portal → Contracts → open contract → Renewals → Delete

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Copy a contract

Copy a contractCreate a new draft from an existing contract.Broker Portal → Contracts → open contract → Copy

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Delete a contract

Delete a contractDelete only after reviewing signatures, requests, invoices, files and activity.Broker Portal → Contracts → open contract → Delete

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Manage contract types

Manage contract typesCreate, list or delete contract types used by the workspace.Broker Portal → Contracts → Contract Types

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Open Real Estate invoices

Open Real Estate invoicesReview core CRM invoices exposed in the broker workspace.Broker Portal → Invoices

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Create a Real Estate invoice

Create a Real Estate invoiceEnter client, dates, number, currency, items, taxes, discounts, notes and payment modes.Broker Portal → Invoices → New Invoice

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Edit a Real Estate invoice

Edit a Real Estate invoiceUpdate an eligible invoice and recalculate totals.Broker Portal → Invoices → open invoice → Edit

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Validate an invoice number

Validate an invoice numberResolve duplicate/invalid numbering before save.Broker Portal → Invoices → New/Edit

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Load invoice customer data

Load invoice customer dataSelect the client and verify billing/shipping/currency/project values.Broker Portal → Invoices → New/Edit → Customer

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Load invoice relation data and merge data

Load invoice relation data and merge dataUse supported relation selectors and merge preview/action.Broker Portal → Invoices → New/Edit

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Mark an invoice cancelled or restore it

Mark an invoice cancelled or restore itUse the supported cancel/un-cancel actions.Broker Portal → Invoices → open invoice → More

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Mark an invoice sent

Mark an invoice sentSet the sent state through the supported action.Broker Portal → Invoices → open invoice → Mark Sent

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Send an invoice email

Send an invoice emailSelect recipients, CC, custom template and attachments.Broker Portal → Invoices → open invoice → Send

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Send an overdue notice

Send an overdue noticeTrigger the core invoice overdue-notice action.Broker Portal → Invoices → open overdue invoice → Send Overdue Notice

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Generate an invoice PDF

Generate an invoice PDFCreate the current invoice PDF.Broker Portal → Invoices → open invoice → PDF

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Upload or delete an invoice attachment

Upload or delete an invoice attachmentMaintain source files on the invoice.Broker Portal → Invoices → open invoice → Files

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Toggle invoice file visibility

Toggle invoice file visibilityChoose whether a supported invoice file is client-visible.Broker Portal → Invoices → open invoice → Files → Visibility

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Record an invoice payment — Contracts, invoices, payments and PDFs

Record an invoice payment — Contracts, invoices, payments and PDFsEnter amount, payment mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment

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Delete an invoice payment

Delete an invoice paymentRemove an incorrect payment and recheck invoice status.Broker Portal → Invoices → open invoice → Payments → Delete

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Open a payment and generate its PDF

Open a payment and generate its PDFReview payment evidence and create a receipt PDF.Broker Portal → Payments → open payment → PDF

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Email a payment receipt

Email a payment receiptSend the supported payment PDF/message.Broker Portal → Payments → open payment → Send Email

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Schedule an invoice email — Contracts, invoices, payments and PDFs

Schedule an invoice email — Contracts, invoices, payments and PDFsUse the schedule modal where displayed.Broker Portal → Invoices → open invoice → Schedule Email

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Delete an invoice

Delete an invoiceDelete only when core status/payment rules permit it.Broker Portal → Invoices → open invoice → Delete

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Troubleshoot a contract/invoice PDF or email

Troubleshoot a contract/invoice PDF or emailCheck source record, template, branding hook, global SMTP, attachments and application logs.Broker Portal → Contracts/Invoices → open record

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