Current merged module
Start from Properties Management or Compliance in your workspace header. This retained task guide is part of Property & Compliance Management UK. Older names and version labels describe the inherited guidance.
Read the merger guide · Find the current route · Browse the full library
Where to goBroker Portal → Requests → open request → Convert to Invoice
Before you start
- Use an account with Authenticated broker user with request edit/conversion 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 helps you do
Create a CRM invoice from an eligible request. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Requests → open request → Convert to Invoice.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Check the resulting record, status, file, notification or integration effect.
Fields and options
Exact actionConvert a broker request to invoice
Exact navigationBroker Portal → Requests → open request → Convert to Invoice
Module version1.0.0
Access ruleAuthenticated broker user with request edit/conversion access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionCheck status and linked customer/property before converting to a contract or invoice.
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.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Rules and limits
- Check customer billing, currency, taxes and price before conversion.
- Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
- Status changes and conversion actions validate the current request and linked record IDs.
- 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.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
Check it worked
- The supported convert a broker request to invoice 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.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Use the merged Property & Compliance Management module
- Find every property and compliance workspace
- Browse the complete merged feature library
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.