The complete package for real estate agents: all subscriptions, credit notes and invoices from offer to receipt of payment.
For some real estate agents, invoices are a purely bureaucratic task, for others, they are the best part of the job. Are you still entering data manually? With Invoicing for onOffice enterprise, that is a thing of the past. You maintain all billing-relevant data centrally in one place. This means: no costs for separate invoicing or billing software. Record payment receipts and create documents, invoices, and credit notes – within a few clicks.
Achieve a smooth invoicing workflow with onOffice Invoicing!
Invoicing made easy for real estate agents.
Unified workflow without duplicate data entry: The accounting for your properties is covered within a single software solution.
All customer documents and incoming payments at a glance – from credit notes to commissions, you can see if an invoice still needs to be issued
Typically onOffice: Customizable design and configuration. Use matching templates or samples for your invoice directly in your design or adapt it to your purposes as a real estate agent.
Storage compliant with GoBD and software made & hosted in Germany.
Invoicing must be precise and thorough. That’s why you should create invoices where all data is already stored: in your real estate CRM.
Based on the details of the services provided and the agreed conditions, Billing allows you to automatically create invoices. With maintained items and automated templates in your corporate design, manual invoicing is eliminated, speeding up your process flow.
You can see all receipts and the payment status of a customer at a glance in onOffice enterprise, and manage incoming payments. This way, you always keep track of outstanding payments.
As a real estate agent, you are subject to certain legal requirements regarding invoicing. With Faktura, you can easily create not only PDF invoices but also e-invoices in XML format, ensuring you continue to meet your obligations in the future.
Design invoice templates in your design, as you are used to from onOffice enterprise. Not only templates, but also invoice numbers, items, and receipts, as well as prices and discounts, can be freely configured.
All documents are saved as files in activities. With special Billing macros, you can always generate the same invoice with the exact data at the time of invoicing, even if billing-relevant information (e.g., address) has changed in the meantime. The storage and archiving of invoices in onOffice enterprise comply with GoBD requirements.
Standard services such as evaluation, procurement of documents, brochure creation, and commission are already stored as items in onOffice enterprise. Of course, you can flexibly create your own invoice items for your services.
We introduce our free invoicing software.
In our training videos, we explain invoicing step-by-step, from setup to issuing invoices for real estate agents.
Discover how easy it is to create an invoice online as a real estate agent via Invoicing with onOffice enterprise. Test all functions now for 7 days – free of charge and without obligations.
Keep track of everything: directly in onOffice enterprise, you can see which claims for which property are pending, paid, or overdue. All billing-relevant data is processed where it is already stored – in your contacts and properties.
Customize all views to your requirements: you decide which information is most important for invoice receipts and payments.
maison Immobilien was able to significantly streamline its invoicing process with onOffice Billing:
onOffice Invoicing is the integrated digital invoicing and document module within the real estate software onOffice enterprise. It allows real estate agents to create and manage invoices, credit notes, and incoming payments directly in the CRM without using separate invoicing software.
Specific functions of Faktura:
Documents are generated as PDF files and can be sent directly via email. Additionally, an e-invoice (XML) containing the necessary billing data is generated.
To create an invoice, select an invoicing action in the address or customer account. The system lists all relevant entries and line items, which you can then use to create an invoice. By default, these are PDF files that you can send directly via email from onOffice enterprise. The generated invoice and its delivery are also automatically saved as activities in the CRM.
Select an invoicing action within the contact or customer account. The system lists all relevant postings and items from which you can then create and send an invoice. The generated invoice is also saved as an activity in the CRM.
Yes. You can create your own invoicing templates and adapt them to your corporate design. Layout, logo, text, and email templates can be individually configured.
Yes. onOffice Invoicing stores invoices electronically in the system and, when used correctly, fulfills the requirements of the GoBD (Principles of proper keeping and storage of books, records, and documents in electronic form).
Invoices are created as PDF files and sent directly from the system via email. The dispatch is automatically saved as an activity in the CRM.
You can record incoming payments directly in the Invoicing module and assign them to the respective document. This allows you to keep track of open, paid, or overdue invoices at all times.
Yes. You can create standardized articles (e.g., commissions) as well as custom invoice items and use them during invoice creation.
Yes. In addition to PDF invoices, you can also generate e-invoices in XML format to comply with legal requirements for electronic invoicing.
onOffice Invoicing supports you in creating and managing invoices and incoming payments. However, for complete financial accounting, external accounting software or collaboration with your tax advisor may still be required.
These tools and products perfectly complement your billing.
Legally vetted contract templates for secure transactions.
Store important correspondence and email attachments in compliance with GoBD.
Advanced Customer Relationship Management for real estate agents.
Learn how to use onOffice enterprise and gain in-depth knowledge.
Paid ads on social media for an extra boost in reach.