Invoices
Each month’s invoices by status and owner, generating the month, the automatic run and each invoice’s PDF.
Every unit with an owner gets one invoice a month, computed from the complex’s fee rules. The Invoices tab lists them.
Who can use it
Sidebar › Finance › Invoices. A Complex Admin, an Org or Global Admin inside the complex, and an Accountant can generate invoices and switch the automatic run. A Board Member can read the list and download the PDFs.
The list
Each row shows the invoice number, the unit, its current owners, the amount, the due date and the status:
- Unpaid: issued and not paid yet.
- Partial: part of it is paid.
- Paid: settled.
- Overdue: unpaid after the due date. A late fee is added every day, up to its cap.
- Void: cancelled; its charge was reversed.
Filter by status with the chips above the list, pick a Month, or search by invoice number, unit number or owner name. The filters stay in the page address, and you can save them as a view. On a phone the list turns into cards.
PDF on a row downloads the invoice in your language.
Generate the month
Generate October invoices (the button names the month) creates the month’s invoices. A dialog first tells you how many will be created and the date they are issued. Running it again only creates the invoices still missing, so no unit is invoiced twice. Once this month is done, the button offers the next month.
The automatic run
The switch Generate invoices automatically on the 1st of each month runs the month for you, in the complex’s time zone. It is on by default.
The line above the list shows the late-fee rule, for example Late fee: 0.1% per day after the 10th, capped at 10%.
Change the late-fee rule
With the right to manage finance, Edit beside the rule opens it:
- Grace day (1–28): late fees start the day after this day of the month.
- Daily late fee: the share of the amount still owed added each day, from 0% to 1%. 0% turns late fees off.
- Cap: the most late fees can add up to, as a share of the invoice total, from 0% to 100%.
The sentence under the fields shows the rule as owners will read it. Save rule applies it from the next daily late-fee run; fees already charged stay as they are. To waive one, adjust the unit’s ledger.
Every run and void is written to the audit log.