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Rental property manager: Invoice and receipt layout customized to view reports with custom fields
Introduction
->> Rental Property Manager
->> Features
   
Getting Started
->> Setup RPM for New Users
->> Setup Default Options
->> Creating Custom Fields
->> Invoice and Receipt Layout
->> Recycle Bin
->> Menus
->> Screens
   
Manage Property Data
->> Add/Edit Property
->> Add/Edit Tenants
->> Add/Edit Notes or Event Logs
->> Add or Change Photos
->> Add or Edit Expenses
->> Add or Edit Recurring Expenses
->> Add or Edit Recurring Income
->> Add or Edit Property Assets
->> Property Inspections
->> Manage Financial Data
   
RPM Planner & Databases
->> RPM Planner
->> Add or Edit a Planner Event
->> Setting Recurrent Planner Events
->> Databases
   
Property & Finance Reports
->> Reports
->> View Reports
->> Edit or Search Report
->> Asset List Report
->> Dimensions Report
->> Expenses Report
->> Income Report
->> Inspection Report
->> Summary Report
->> Tenant Reports
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Invoice and Receipt Layout

You can use RPM to generate invoices and receipts for your rentals. You can customize the text in the RPM generated invoices and receipts, using the Invoice Layout and Receipt Layout options.

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An example of an RPM receipt is the following:

RPM receipt

Instructions

  • In the Tools menu, click Options.
  • The Options screen displays.
  • Click on the Invoice Layout or the Receipt Layout tab.
  • You can enter and format additional invoice text. This text will be used for all invoices/receipts. You can enter and format text to appear in the following locations:
    • Top Left
    • Top Center
    • Top Right
    • Footer
  • You can also format the official Title of the invoice/receipt.
  • To view an example of the invoice/receipt, click the Preview button. A Preview of the document displays.
  • If the Preview is suitable, click Close. You are returned to the Options screen.
  • Click OK. Your changes are saved. The format you have entered will be used for Invoices or Receipts.
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