01
Connect invoices to deals and clients
Agree which records an invoice relates to, such as the deal, the client or the service, so its context is always one step away.
Imobria Invoicing
Invoicing, connected to the work behind it.
An invoice relates to a deal, a client and a service. Keep that context with it, so you can see what is owed and what has been paid.
Included in Agent, Agency and Marketplace · Which product fits you?
We agree your requirements and scope before implementation.
The everyday challenge
A list of invoices loses the story.
Deposits, commission and service fees each relate to a specific deal and client. When invoices live apart from that work, following up on a payment means piecing the context back together.
02
Follow payment status
Define how outstanding, paid and overdue invoices are shown, and who follows up when a payment is late.
03
Keep your accounting in step
If you use Xero or QuickBooks, we agree which invoices and financial records are synchronized. Supported connections are confirmed during scoping.
Your implementation
Bring the invoices you send most often.
Show us your usual invoices, payment terms and accounting tool. We confirm the supported setup and any provider requirements before implementation.
Two questions to start with
- Which records should each invoice relate to?
- Which accounting tool keeps your books?
Xero and QuickBooks connections are scoped with the rest of your integrations.
Review accounting connectionsConnected work
Explore the next part of the process.
Tell us how you invoice today.
Tell us what your business needs. We’ll review the supported setup and next steps with you.