Xero Accounting for Real Estate Invoices

Job ID: 40516931

Budget: $25 – $50 USD

We are a real estate company and developer. When we sell a unit, the customer is provided with a Reservation Agreement and a Sale and Purchase Agreement.

Within the Sale and Purchase Agreement, there are milestone payments consisting of five respective payments. These payments differ from customer to customer based on their individual milestone dates.

I need someone to review these agreements and accurately transfer the respective milestone dates into Xero, ensuring there is a corresponding set of invoices created with the correct dates and amounts.

Whilst this may seem like a straightforward task, it requires a very high level of attention to detail. In the past, mistakes in this process have resulted in incorrect invoices being issued to customers, which creates a damaging experience for both the customer and the brand.

You need to be highly diligent and take ownership of this responsibility. You must ensure that all invoices within our Xero file accurately reflect our customer agreements, including the correct milestone payment amounts and dates, so that we can collect payments accurately and on time.