You can create an invoice from the listing card under the Summary and Transaction tabs:
You can also create an invoice from the customer card for the selected customer:
NOTE: To be able to create invoices in Linear, the following details must be filled in Company settings: street address, postal code, city/town, logo, company name, and Business ID.
The invoice is automatically populated with the billed party’s details from the customer register and the issuer’s details from Company settings. If needed, you can edit these details on the invoice.
For example, you can add multiple customer names in the Recipient's Name field. Please note, however, that if the invoice is created from the customer card, it will be saved in the CRM only under that specific customer.
When an invoice is created from a listing, the commission amount is automatically pulled from the closing statement onto the invoice. Please make sure the commission details on the closing statement are correct before creating the invoice.
You can add as many commission rows as you like to the invoice:
Each commission row must be allocated between the brokerage, agents, or any external parties so that the cost allocation is shown correctly in Linear’s reports. The shares are not shown on the actual invoice. When allocating the commission, you also define the recipient’s role (e.g. lead generation, listing, or sales).
If an earnest money deposit has been paid for the listing, enter it when filling in the invoice details. The deposit will reduce the commission invoice billed to the customer:
Before saving the invoice, it’s a good idea to preview it (the preview button is in the top-left corner).
Note: Do not save or print the invoice from the preview, because at this stage the invoice number and reference number are still missing.
You can also save the invoice as a draft and continue entering the details later.
Once the invoice is ready, it must be approved, after which an invoice number and reference number will be generated. A user can be given rights to approve their own invoices, but the approver can also be someone else within the company.