Invoices

Invoices are used to bill tenants for rent, service charges, utilities, and other fees. Create individual invoices or let the system generate them automatically from leases.

Invoices table

Table features

The invoices table gives you full control over how you view and manage all invoices.

Filtering

Filter invoices using any column with advanced filter options:

Filter type	Description
Contains	Field contains the specified text
Not contains	Field does NOT contain the specified text
Is	Field exactly matches the specified value
Is not	Field does NOT match the specified value
Is empty	Field has no value
Is not empty	Field has a value

How to filter: Click the filter icon then click Add filter button , select your filter type, and enter the value.

Filter examples:

Invoice number contains “2026”
Status is “Unpaid”
Tenant name contains “Shakur”
Due date is not empty

Column customization

Click the View Settings button to customize your table:

Setting	Description
Row height	Compact / Standard / Comfortable
Grouping	Add grouping level… (group by Status, Invoice type)
Toggle columns	Show/hide any column

Toggle columns available:

Invoice number
Tenant name
Unit number
Title
Invoice type (Rent / Utility / Service charge / Deposit / Other)
Invoice line items
Created at
Actions
Payment
Amount paid
Balance
Status (Paid / Unpaid / Overdue / Void)

Pin columns

Pin important columns to keep them at the table:

Click the pin icon on any column
Pinned column stay fixed while scrolling
Click the pin icon again to unpin

Refresh button

Click the Refresh button to reload the latest invoice data.

Export

Export invoice data as CSV or Excel:

Click Export button
Select format: CSV or Excel
Choose which columns to export (all or selected)
Click Download

Create invoice

Create a new invoice

Click the Create invoice button to open the invoice creation form.

Tenant selection

Select which tenant to bill:

Field	Required	Description
Tenant	Yes	Select tenant from dropdown

Title selection

Write the title of the bill:

Field	Required	Description
Title	Yes	example : Rent

Invoice type selection

Select which invoice type is the bill:

Field	Required	Description
Invoice type	Yes	Select type from dropdown

Status selection

Select which status the bill will be created at:

Field	Required	Description
Status	Yes	Select Status from dropdown

Amount

Write the amount of in numbers:

Field	Required	Description
Amount	Yes	Write it down

Description

A small description of the invoice:

Field	Required	Description
Description	No	Description

Currency

Field	Required	Description
Currency	Yes	Select KES, USD, EUR, or GBP

Dates

Field	Required	Description
Due date	Yes	The date by which payment is expected
Period start	Yes	Start of the billing period
Period end	Yes	End of the billing period

Notes

Field	Description
Notes	Private notes visible only to your team — never shown to tenants. e.g., Tenant requested a revised invoice after partial early payment.

Create invoice button — Click to finalize and create the invoice.

Invoice overview

Clicking an invoice

Click on an invoice number in the table to open its detailed overview.

Invoice header

Field	Value (example)
Invoice number	Invoice id
Type badge	utilities
Status badge	paid
Actions button	Edit, Send, Print, Delete

Invoice tabs

Overview

The default tab showing key invoice information:

Financial summary

Field	Value
Total Amount	Amount in ksh
Amount paid	Amount in ksh
Balance	Amount in ksh

Invoice details

Field	Value
Invoice number	Invoice id
Type	utility
Issued	date and time
Due date	date and time
Paid on	date and time
Description	description

Current tenant

Field	Value
View tenant link	Link to tenant overview
Tenant name	tenant name
Phone	+254700000000
Email	email

Created by

Field	Value
Created by	User who created the invoice

Invoice items

All line items on this invoice.

Column	Description
Description	Item description
Quantity	Number of units
Unit price	Price per unit
Amount	Total for this line

Payments

All payments applied to this invoice.

Column	Description
Payment ID	Unique identifier
Date	Payment received date
Method	M-Pesa / Cash / Bank transfer / Cheque
Reference	Transaction reference number
Amount	Payment amount
Status	Completed / Pending / Failed

Actions:

View receipt
Record payment
Reverse payment (admin only)

Timeline

Chronological log of all invoice activities.

Activity	Description
Invoice created	Date invoice was generated
Invoice sent	Date invoice was emailed to tenant
Payment received	Date payment was recorded
Payment reversed	Date payment was reversed (if applicable)

Invoice actions

From the invoice overview, available actions include:

Action	Description
Edit invoice	Update items, dates, or notes (only if unpaid)

Invoice statuses

Status	Description
Draft	Invoice created but not yet finalized
Sent	Invoice sent to tenant
Paid	Full payment received
Partial	Partial payment received, balance remains
Unpaid	No payment received, due date not passed
Overdue	Due date passed with no payment
Void	Invoice cancelled
Refunded	Payment refunded to tenant

Bulk actions

Select multiple invoices using checkboxes to perform bulk operations:

Bulk action	Description
Send invoices	Send selected invoices
Void selected	Void multiple invoices
Delete invoices	Delete the selected invoices

Recurring invoices

For leases, invoices can be automatically generated each month. Configure recurring invoices in lease settings.

Setting	Description
Generate on	Day of month (e.g., 1st)
Auto-send	Yes / No
Send reminder	Days before due date