How do I publish next month’s rent invoice?

If a tenant has paid in advance and you want to record it, but the system has not yet posted the recurring invoice, you can publish the next invoice manually.

Go to the "Contacts" page from the left side menu of your dashboard and select display "Moved In" from the drop-down list. Then select "View Lease" from the three-dots menu for the necessary tenant's profile:

Select the needed lease and click “View” to see the lease details:

Scroll down to the “Recurring transaction” tab and click “View” for the needed transaction. Here you may publish the next month’s invoice for your tenant by pressing the “Post next invoice” button. 


Please note!
If you are connected with your tenant and the lease is shared, the invoice will be shown on the Tenant Portal as well. 

 

Last updated:
May 11, 2023