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This guide has been reviewed against our global client base and classed as relevant to all 

By Invoice view shows the details of all Invoices on the account - this includes rent and non-rent invoices, such as Admin Fees and Tenant to Landlord payments

1. Accessing By Invoice view

From the tenancy record, in the Accounts Functions panel:

  • Click View Transactions and select By Invoice
  • Each receipt, will be highlighted in bold and details will be displayed
    Any unpaid amount will be displayed in brackets
    APAC only: the Rent paid to date for each receipt will be displayed
  • Holding the mouse over the invoice displays a tooltip with further information (as shown above)
  • Under each invoice is a list of the receipts allocated to it

  • Column headings provide details of the receipts used to pay the invoices, as follows:

    • Received - date the receipt was received
    • Assigned - date the receipt was assigned to the tenancy
      This will be the same date as the Received date, unless the receipt was marked as 'unknown' and not allocated to the tenancy until another day
    • Description - receipt description
    • Sequence - receipt sequence number (APAC only)
    • Total - amount of the receipt
    • Allocated - amount allocated to the invoice from the receipt
    • Unallocated - any amount left over from the receipt, after the invoice was paid

2. Current unallocated receipts

  • Details of current unallocated receipts are displayed for visibility

3. View further actions

  • Right-click on the invoice to view further actions

4. Expand/collapse each section

  • Right-click on the arrow to expand or collapse all


The view will be saved, so next time the screen is opened it will default to your preferred view

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