Find Tenancy Invoices

Summary

Learn how to find tenancy invoices and recurring tenancy invoices in Property Tree. On occasion you may need to locate these to cancel, edit or receipt to them.

Covered in this article:

• Find Tenancy Invoices
• Find Recurring Tenancy Invoices

Find Tenancy Invoices

To find a tenancy invoice, go to:

•  Accounting > Invoicing > Find Tenancy Invoice
• Use the filters to refine your search. To display all tenancy invoices, leave all of the fields blank
• Click Search

The search results display details of the invoices that match your search criteria including invoice number, tenancy and property details, due date, amount and status. Click any column header to sort the search results.

Multi-line invoices will display each line item separately under the same invoice number.

The results can be exported to PDF or CSV by clicking the Actions button. Information can be added to or removed from the results by clicking the Columns button and selecting  or deselecting columns as needed.

• To view the invoice, click on the invoice number

If required, you can navigate directly through to the ownership, property and tenancy profile.

Find Recurring Tenancy Invoices

To use the Recurring Invoice Summary to find recurring tenancy invoices, go to:

• Trust & Reports > Transactions > Recurring Invoice Summary
• Select from the available filters to refine the results
• Click Search

The report will display the Recurring Invoice Schedule Number, Type, Profile Information, Invoice Status (Active, Cancelled or Completed) and Invoice Details. 

You can edit visible fields and export to PDF/CSV using the ellipsis, (three dots) on the top right hand side of the search results.