Understand onboarding invoices and downstream records
Review any invoice/contract/customer/property records created by the workflow.
Exact navigationOnboarding workspace → Linked Records
Before you begin
- Use an account with Authorised reviewer with target-record access and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Review any invoice/contract/customer/property records created by the workflow. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Onboarding workspace → Linked Records.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields, choices and supported possibilities
Exact actionUnderstand onboarding invoices and downstream records
Exact navigationOnboarding workspace → Linked Records
Module version1.0.0
Access ruleAuthorised reviewer with target-record access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Code-backed validations and workflow rules
- Confirm exactly one intended downstream record exists and values match the approved terms.
- Public application and onboarding actions use token/record checks and explicit workflow states.
- Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
Expected result and verification
- The supported understand onboarding invoices and downstream records flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.