You can create a new invoice from the listing card under the Summary and Trading tabs:
You can also create an invoice from the client card of the selected client:
NOTE: To be able to create invoices in Linear, your company settings must include: street address, postal code, city, logo, name, and business ID.
The invoice will automatically retrieve the billable client's details from the client register and the invoicing company's details from the company settings. These can be edited on the invoice if needed.
For example, in the Recipient's Name field, you can add the names of several clients. Please note, however, that if the invoice is created from a client card, the invoice will only be stored under that specific client in the CRM.
When the invoice is created from a listing, the commission amount is automatically fetched from the transaction settlement. Please ensure that the commission details in the settlement are correct before creating the invoice.
You can add as many commission rows to the invoice as needed:
Each commission row must be allocated between the brokerage, the agents, or any external stakeholders so that the cost distribution is shown correctly in Linear’s reports. The shares are not displayed on the actual invoice. The commission split also defines the recipient’s role (e.g., lead acquisition, handling, or sales).
If a deposit has been paid for the listing, it must be entered when filling in the invoice details. The deposit will reduce the commission invoice amount charged to the client:
Before saving the invoice, it is recommended to preview it (the preview button is located in the upper left corner).
Note: Do not save or print the invoice from the preview, as the invoice and reference numbers have not yet been generated.
You can also save the invoice as a draft and continue editing it later.
When the invoice is ready, it must be approved. Once approved, the invoice and reference numbers are generated. Users can be granted permission to approve their own invoices, or the approval can be handled by another person in the company.