Invoices
Invoicing Overview
The Invoices page is your central hub for creating, tracking, and managing all invoices sent to your property owners. From here you can monitor invoice statuses, search and filter your invoice history, and take bulk actions to save time.
Navigating to Invoices
Select Invoices from the left-hand navigation menu to open the invoice list.
Status Tabs
At the top of the invoice list, six tabs let you quickly filter invoices by their current status. Each tab displays the total dollar amount of invoices in that status so you can see your financial position at a glance.
| Tab | What it shows |
|---|---|
| Draft | Invoices that have been created but not yet sent to the owner |
| Open | Invoices that have been sent and are awaiting payment |
| Overdue | Invoices that are past their due date and unpaid |
| Paid | Invoices that have been fully paid |
| Canceled | Invoices that have been canceled |
| All | Every invoice regardless of status |
Click any tab to filter the list to that status. The active tab is highlighted, and the list updates immediately.
The dollar amount shown on each tab reflects the total value of invoices in that status — a quick way to see how much revenue is outstanding, overdue, or collected.
Searching and Filtering Invoices
Use the Filters button at the top left of the invoice list to narrow results by criteria such as customer, date range, or amount. Active filters persist as you switch between tabs, so you can compare the same filtered view across different statuses.
Filters apply within the currently selected tab. If you switch to the All tab, the same filters remain active and show results across all statuses.
Invoice Table Columns
The invoice list displays the following columns for each invoice:
- Created At — The date the invoice was created
- Invoice # — The unique invoice number (for example, INV-001001)
- Customer — The owner's name and email address
- Due Date — The date payment is due
- Invoice Date — The date the invoice was issued
- Amount — The invoice total
- Status — The current status of the invoice (Draft, Open, Overdue, Paid, or Canceled)
- Memo — An optional note attached to the invoice
Click any column heading to sort the list by that column. Click the heading again to reverse the sort order.
Use the Display button in the top right of the table to show or hide specific columns, tailoring the view to what matters most to you.
Creating a New Invoice
Click New Invoice in the top right corner of the Invoices page to begin creating an invoice. This opens the invoice creation form where you can add line items, set payment terms, and choose how to send it.
Saved Searches
The Saved Searches button in the top right corner lets you save a set of filters as a named search for quick reuse. This is useful if you regularly check the same filtered view — for example, open invoices for a specific owner or property.
To use a saved search, click Saved Searches and select the search you want to apply. The invoice list will update to reflect those filters immediately.
Bulk Actions
You can select multiple invoices using the checkboxes on the left side of the table and then apply a bulk action to all selected invoices at once. The available bulk actions depend on which tab you are viewing:
| Action | Available on |
|---|---|
| Mark as Paid | Open, Overdue |
| Delete | Draft, Open, Overdue |
Deleting invoices is permanent and cannot be undone. Use this action only for invoices you no longer need.
To perform a bulk action:
- Select the tab containing the invoices you want to update (for example, Overdue).
- Check the box next to each invoice you want to include, or check the box in the column header to select all visible invoices.
- Choose the action you want to apply — Mark as Paid or Delete — from the bulk actions bar that appears.
- Confirm the action when prompted.
Frequently Asked Questions
Why don't I see bulk action options on the Paid or Canceled tabs? Bulk actions are only available for invoices that can still be acted on. Paid and Canceled invoices have already reached a final state, so no bulk actions apply to them.
Can I switch tabs without losing my active filters? Yes. Filters you apply carry over as you move between tabs, so you can easily compare results for the same criteria across different statuses.
How do I find a specific invoice quickly? Use the Filters button to narrow the list by customer, date range, or other criteria. If you run this search regularly, save it using Saved Searches so you can apply it again with one click.