1. Click Security menu
2. Click Roles sub menu
3. Choose role on the right panel of the screen
4. Click person types tab
5. On the not allowed column look for
   • Commercial lease - add and; - to enable user in adding Commercial Lease
   • Commercial Lease - view - to enable user in viewing Commercial Lease
6. Click save

1. Click People menu
2. Click new to add person type
3. Choose Commercial Lease as a person type in the dropdown
4. Click select

5. Enter company name
6. Click add

From Ledger > Charts > assets see Accounts Receivable and other details (See image below).

Add a New GL Account

1. Click Ledger menu
2. Click Chart sub menu
3. Click assets tab
4. Enter account number
5. Enter description
6. Choose Asset from the drop down as account type
7. Choose Detail from the drop down as header type
8. Choose the correct header account
9. Click save

Add a new invoice

1. Click Sales menu
2. Click new
3. Choose company from the drop down
4. Choose customer using the magnifying glass
5. Choose Commercial Lease as order type
6. Choose order date using calendar button
7. Click start new

8. Click click here to add a new row

9. Choose office agent
10. Choose account (Commercial Lease)
11. Enter description
12. Enter amount
    • Click tab
13. Click post

Recurring setup

This setup/feature is to make the users work less complicated by not creating the same invoice all over every time there is a need to create a new invoice for the commercial lease transaction.

1. Click Sales
2. Click Invoices
3. Check off box next to save this invoice as recurring
4. Choose frequency from the drop down
5. Choose invoice group from the drop down
6. Click check button to save as recurring

Add Payments > Unpaid Invoices

1. Click Add Payments sub menu
2. Click search
3. Choose company from the drop down
4. Click search

4. Unpaid invoices will show with order type Commercial Lease
5. Clicking invoice id will redirect to Invoices

Once the payment has been received on the commercial lease transaction

1. Click on the duplicate button
2. Click yes on the new window
3. Reverse the amount to negative to offset the invoice created with the positive amount
4. Click post

Add Payments

1. Click Add Payments sub menu
2. Check off invoice with order type Credit Memo and Commercial Lease
3. Click post