Managing Client Invoice Approvals, Serials, Special Text, and Logos in FalconPro Real Estate Software

Managing Client Invoice Approvals, Serials, Special Text, and Logos in FalconPro Real Estate Software

Introduction

FalconPro Real Estate Software has introduced new enhancements for managing client invoices, including:
✅ Approvals for invoice creation, deletion, activation, and editing
✅ Custom serials for invoices based on ownership or management
✅ Automatic remarks for printed invoices
✅ Custom logos per building for printed invoices and receipts

This guide explains how to configure and use these features to improve invoice tracking, customization, and security.

1. Understanding Client Invoice Approvals in FalconPro

To enhance security, FalconPro now requires user approval levels for managing invoices. Users must have specific permissions to:

  • Create a new invoice
  • Edit an existing invoice
  • Delete an invoice
  • Activate a canceled invoice

Why It Matters:
These restrictions prevent unauthorized modifications and ensure audit tracking.

2. Setting Up User Approvals for Client Invoices

Steps to Assign Invoice Approvals to a User:

  1. Go to File → User Administrator.
  2. Select the User who needs invoice permissions.
  3. Go to the “Approvals” section.
  4. Search for “Invoice” to find approval options:
    • ✅ Create Client Invoice
    • ✅ Edit Invoice
    • ✅ Activate Canceled Invoice
    • ✅ Delete Invoice
  5. Enable the required permissions for the user.
  6. Click Save to apply the changes.

✅ Result: Only authorized users can create, edit, delete, or activate invoices.

3. Tracking Invoice Changes Using the Edit Log

Every action performed on an invoice is recorded in the Edit Log, allowing users to track modifications.

Steps to View the Invoice Edit Log:

  1. Open the invoice in FalconPro.
  2. Click on the “Edit Log” button.
  3. Review all modifications, including:
    • User who made the change
    • Date and time of modification
    • Description of changes

✅ Benefit: Ensures full transparency and accountability in invoice management.

4. Configuring Custom Invoice Serials for Different Buildings

FalconPro allows users to assign custom serial numbers for invoices based on:

  • Building-wise serials (each building has its own series).
  • Landlord-wise serials (unique numbers per landlord).
  • Ownership-wise serials (different serials for managed vs. owned units).
  • Yearly serials (numbering resets annually).

Steps to Configure Invoice Serials:

  1. Go to File → Preferences → Others.
  2. Find the “Client Invoice Serial Setup” section.
  3. Choose how to generate invoice serials:
    • By Building
    • By Landlord
    • By Ownership
    • By Year
  4. Save the settings.

✅ Result: FalconPro automatically assigns serials based on your selected method.

5. Adding Special Text for Printed Invoices

Users can automatically add remarks to printed invoices based on property status.

Example Use Case:

  • If a building is managed, the invoice includes:
    📌 “This invoice is issued on behalf of the property owner.”
  • If a unit is company-owned, no remark is added.

Steps to Configure Remarks:

  1. Go to Property Setup.
  2. Select the building or unit.
  3. Add the special remark in the invoice settings.
  4. Choose to apply it to all units in the building (optional).
  5. Click Save.

✅ Result: Relevant remarks are auto-added to printed invoices.

6. Assigning Custom Logos for Each Building

Steps to Assign a Logo to a Building:

  1. Go to Property Setup.
  2. Select the building.
  3. Upload the custom logo for the building.
  4. Save the changes.

✅ Benefit: Invoices and receipts for that building will display the custom logo instead of the default.
👉 Ideal for property management companies handling multiple landlords!

7. Benefits of These Enhancements in FalconPro

✅ Improved Security – Restricted access to invoice actions.
✅ Better Organization – Custom serials for properties/landlords.
✅ Clearer Communication – Auto-remarks ensure transparency.
✅ Professional Branding – Custom logos for personalized client experiences.

Conclusion

The latest updates in FalconPro Real Estate Software provide enhanced security, customization, and automation for client invoices. By configuring user approvals, custom serials, remarks, and logos, real estate businesses can streamline invoicing and boost financial accuracy.

FAQs

Q1. Can I assign different invoice serials to different landlords?
Indeed! Use the landlord-wise serial setup in preferences.

Q2. What happens if a user tries to create an invoice without approval?
The system blocks the action and displays a permission error.

Q3. Can I change the logo for a specific building’s invoices?
Absolutely! Upload a unique logo per building in Property Setup.

Q4. How do I track who edited an invoice?
Check the Edit Log for a detailed modification history.

Q5. Can remarks apply to only some units in a building?
Yes! Configure remarks at the unit level instead of the building level.

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