How to Invoice as a Mortgage Broker

This guide will look at how to invoice a solicitor as a Mortgage Broker.

HOW TO RAISE AN INVOICE

Click on Accounts

Then click on the number that is displayed in the table (for the company that you wish to invoice)

Then tick the tickbox on the item you wish to invoice:

Then click Invoice Selected:

This will take you back to the Accounts screen – where you can click on ‘View Invoice’:

Which will open the invoice for you to print or download:

To find an invoice already generated then click on Accounts

Then click on Manage Invoices

Then either search or click on the invoice number that you’d like to locate:

The invoice will then show which you can print or download.

Once your invoice has been paid then you need to update Hoowla to say that the invoice has been paid.

On the Manage Invoices page, you can see that there is a +reconcile button, if an invoice has been paid click on that button:

This will then show a pop-up for you to confirm the amount and date of payment:

Once you click Save, then the invoice will show as Paid:

Whilst on the Manage Invoice page, you can see that there are some filters:

Clicking on

Paid – shows only invoices that have been paid

Unpaid – shows only invoices that have not been paid

Credit note – shows only credit notes