Britixo CRMBritixo CRMEnterprise Help Centre
Ctrl K
Property & Compliance Management

Convert a broker request to invoice

Create a CRM invoice from an eligible request.

Reviewed 27 October 2026Merged module 2.1.3
Where to goBroker Portal → Requests → open request → Convert to Invoice

Before you start

Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope.

Follow these steps

  1. Open the staff broker record or sign in to the Broker Portal, as indicated in the route.
  2. Create a CRM invoice from an eligible request.
  3. Check customer billing, currency, taxes and price before conversion.
  4. Check the saved record and any linked request, contract or invoice before repeating an action.

Fields, rules and limits

  • Check customer billing, currency, taxes and price before conversion.

Check it worked

The result belongs to the intended broker company and remains accessible in that portal scope.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Check customer billing, currency, taxes and price before conversion.

Why is the record or action unavailable?

Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope. Check the current company and record relationship before requesting additional access.