What it is

This article covers invoice creation, payment recording, and the statement actions available on the invoice page.

When to use it

Use this when you need to bill rent, record a payment, send an invoice, or print a statement for a tenant.

How to do it

1. Open Invoice and select Create Invoice.
2. Choose the property and unit, then complete the invoice month, end date, renew date, invoice type, and notes.
3. Save the invoice, then open it from the list if you need to add a payment or send it by email.
4. Use Add Payment to record a manual or gateway-backed payment.
5. Use Print Statement or Invoice Statement when you need a tenant-facing document.

What success looks like

The invoice shows the correct status, the payment history is updated, and the tenant can see the latest balance.

What to do if something goes wrong

• If billing is frozen, the account is in a read-only state and invoice changes are blocked until the subscription is restored.
• If you cannot find Add Payment, check that the invoice exists and that the page is not in a restricted state.
• If the email does not send, review the SMTP settings and try again from the invoice page.