Real Estate Management — Contracts, invoices, payments and PDFs
Use the broker-side contract/invoice/payment implementation, comments, renewals, files, email and PDF flows.
01Open Real Estate contractsReview core CRM contracts exposed in the broker workspace.Broker Portal → Contracts02Create a Real Estate contractEnter client, subject, value, dates/content and linked project/property context.Broker Portal → Contracts → New Contract03Edit a Real Estate contractUpdate an eligible contract’s content, visibility and value.Broker Portal → Contracts → open contract → Edit04Load a contract templateInsert a supported stored contract template.Broker Portal → Contracts → New/Edit → Template05Mark a contract signed or unsignedUse the supported status actions.Broker Portal → Contracts → open contract → Mark Signed / Unmark Signed06Clear a contract signatureRemove the stored signature only when correction is authorised.Broker Portal → Contracts → open contract → Clear Signature07Generate a contract PDFCreate the PDF from the current saved contract.Broker Portal → Contracts → open contract → PDF08Email a contractSelect recipients, CC, custom content, attachments and attach-PDF.Broker Portal → Contracts → open contract → Send09Add, edit or remove contract commentsMaintain the supported comment thread.Broker Portal → Contracts → open contract → Comments10Add or remove contract attachmentsUpload internal/external attachments or delete a selected file.Broker Portal → Contracts → open contract → Attachments11Renew a contract — Contracts, invoices, payments and PDFsCreate a renewal entry with revised terms/dates.Broker Portal → Contracts → open contract → Renew12Delete a contract renewalRemove an incorrect renewal entry.Broker Portal → Contracts → open contract → Renewals → Delete13Copy a contractCreate a new draft from an existing contract.Broker Portal → Contracts → open contract → Copy14Delete a contractDelete only after reviewing signatures, requests, invoices, files and activity.Broker Portal → Contracts → open contract → Delete15Manage contract typesCreate, list or delete contract types used by the workspace.Broker Portal → Contracts → Contract Types16Open Real Estate invoicesReview core CRM invoices exposed in the broker workspace.Broker Portal → Invoices17Create a Real Estate invoiceEnter client, dates, number, currency, items, taxes, discounts, notes and payment modes.Broker Portal → Invoices → New Invoice18Edit a Real Estate invoiceUpdate an eligible invoice and recalculate totals.Broker Portal → Invoices → open invoice → Edit19Validate an invoice numberResolve duplicate/invalid numbering before save.Broker Portal → Invoices → New/Edit20Load invoice customer dataSelect the client and verify billing/shipping/currency/project values.Broker Portal → Invoices → New/Edit → Customer21Load invoice relation data and merge dataUse supported relation selectors and merge preview/action.Broker Portal → Invoices → New/Edit22Mark an invoice cancelled or restore itUse the supported cancel/un-cancel actions.Broker Portal → Invoices → open invoice → More23Mark an invoice sentSet the sent state through the supported action.Broker Portal → Invoices → open invoice → Mark Sent24Send an invoice emailSelect recipients, CC, custom template and attachments.Broker Portal → Invoices → open invoice → Send25Send an overdue noticeTrigger the core invoice overdue-notice action.Broker Portal → Invoices → open overdue invoice → Send Overdue Notice26Generate an invoice PDFCreate the current invoice PDF.Broker Portal → Invoices → open invoice → PDF27Upload or delete an invoice attachmentMaintain source files on the invoice.Broker Portal → Invoices → open invoice → Files28Toggle invoice file visibilityChoose whether a supported invoice file is client-visible.Broker Portal → Invoices → open invoice → Files → Visibility29Record an invoice payment — Contracts, invoices, payments and PDFsEnter amount, payment mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment30Delete an invoice paymentRemove an incorrect payment and recheck invoice status.Broker Portal → Invoices → open invoice → Payments → Delete31Open a payment and generate its PDFReview payment evidence and create a receipt PDF.Broker Portal → Payments → open payment → PDF32Email a payment receiptSend the supported payment PDF/message.Broker Portal → Payments → open payment → Send Email33Schedule an invoice email — Contracts, invoices, payments and PDFsUse the schedule modal where displayed.Broker Portal → Invoices → open invoice → Schedule Email34Delete an invoiceDelete only when core status/payment rules permit it.Broker Portal → Invoices → open invoice → Delete35Troubleshoot a contract/invoice PDF or emailCheck source record, template, branding hook, global SMTP, attachments and application logs.Broker Portal → Contracts/Invoices → open record