Skip to main content

The Invoicing Tab

Updated

The Invoicing tab brings together everything billing-related for the client, across all of their properties.

The Invoicing tab: All Invoices with their statuses on the left, recurring invoices and charges on the right.
  • All Invoices — every invoice for the client, with an Open Balance total at the top. Each invoice shows its ID, where it stands (Not yet sent, days until due, N days late, Paid on…, or Written-off on…), its subject, its amount, and a status badge (Draft, Sent, Late, Paid, or Written-off). Click Add to create a new invoice, or use an invoice’s … menu to Send Invoice, View, Edit, or Delete it.
  • Recurring Invoices — the client’s recurring invoice templates, with the next run amount and count.
  • Recurring Charges — automatic charges tied to a property (for example, a monthly Main Drain Cover charge), showing the amount, the frequency, and the next charge date.

Invoicing itself—creating, sending, payments, fees—is covered in full in Section 6.