View All Invoices for a Property
How to see a property's invoices, open the full list, and read its invoiced and balance-due totals.
How to see a property's invoices, open the full list, and read its invoiced and balance-due totals.
Where to find a property's invoices and money totals, and who those invoices are addressed to.
The card shows the first few invoices with their number, title, amount and status. Click Show more to see the rest of the loaded rows. The count next to the title is the true total for the property.
Click View all to open the Invoices list for this property. From there you can filter, sort and open any invoice. A Property: chip at the top shows the address; click its X to see every invoice again.
Screenshot: The Invoices card on a property page with three invoices and a View all link.
The Financial Summary on the Details tab adds up every invoice at the property, not just the ones on screen:
The header also shows the total number of invoices.
Each invoice is addressed to the customer on its job. If the job has no customer of its own, the property's owner is used. See Property Owners and On-Site Contacts.
Click Add Invoice on the Invoices card, or More then Create Invoice at the top of the page. The new invoice starts with this property linked.
Did this answer your question?