Unit rental invoices

Overview

The Invoices tab is where you can access all new and historical invoice data. 

As with the other tabs, you can filter the data based on different criteria and export the filtered data in a comma-separated value (CSV) file format. See more info below on the export options.

If you want to change the number of results loaded on the page, you can change this at the bottom of the page.

Filters

Data can be filtered according to these filters:

Site

The site invoice corresponds to (applicable to self-storage invoices).

State

Filter the invoice based on its state (Draft, Sent, Pending, Failed, Overdue, Paid, Deleted) More information about invoice states can be found here: Invoice states.

Dates

Allows you to filter invoices by their invoice date on a specific date or date range.

Labels

Filter by custom-made labels. To learn more about creating labels, read the labels help doc.

Manually creating an invoice

To create a unit invoice, click on the + icon and fill in the details in the pop-up window.

Updating invoice items

Click on the invoice to view the invoice details. To edit invoice items, click on the 3 dot icon in the corner and select Set state to draft.

Items

The Items section outlines each line item of the invoice. These will be automatically added to the invoice when it is created.

Line items can be added, edited, and deleted manually if required (only if the invoice is in Draft state). Click on the line item to make changes. Click on the + icon to add a new item.

You can add a custom charge or select one from your list of pre-defined charges.

Payments

For more information on Payments, read our help doc here.

History

The History section will log all payments and invoices associated with that unit.

Change invoice date

Note: this only applies if your Invoice Generation Mode is set to Anniversary

To change the invoice date for a unit, click on the pencil icon for Rental Details within a unit rental Details page.

From this window, you can select the new date of the month for this unit to be invoiced.

Select the desired date by entering it in the Invoice date field and then clicking the blue Update unit rental button.

This change will be reflected in the next billing cycle.