Review Invoice, Manage Invoice Documents, Track Payments, Review Activity Logs

Reviewing Invoice General Info

Accessing a comprehensive breakdown of a charge, its status, and its associated property data.

Steps:
To review the core details of an existing invoice:

1. Navigate: In the Invoices list, click the VIEW button on any invoice row.
2. Status & ID: The modal header displays the unique Invoice Number and a color-coded status badge (e.g., Unpaid or Paid).
3. General Info Tab: Review the following fields:
   
   • Financial Summary: Check the Total Amount, Amount Paid, and remaining Amount Due.
   • Details: See the Invoice Type (Income/Expense), Category (e.g., Rent), Title, and Invoice Date.
   • Attached To: On the right panel, see the linked Property, Unit, and Tenant responsible for the bill.
4. Quick Actions: * Click DOWNLOAD PDF to save a copy for your records.
   
   • Click PAY to record a payment or WAIVE to cancel the charge.

   
   

Managing Invoice Documents

Attaching receipts, utility bills, or signed disclosures directly to a specific financial record.

Steps:
To keep supporting evidence organized with your billing:

1. Navigate: In the View Invoice modal, click the DOCUMENTS tab.
2. Add New File: Click the orange NEW DOCUMENT button:
   
   • Upload Document: Select a file from your computer (e.g., a plumber's receipt or a photo of a utility meter).
   • Fill & Sign Document: Initiate a digital signature request specifically for this invoice.
3. Organize: Use the Search Bar or Group By filters if you have multiple files attached to a single large invoice.
4. Archived Files: Click VIEW ARCHIVED to see documents that were previously removed from the active view.

Tracking Invoice Payments

Viewing the transaction history and settlement details for a specific bill.

Steps:
To see exactly how and when an invoice was settled:

1. Navigate: In the View Invoice modal, click the PAYMENTS tab.
2. Review Transactions: The table lists all individual payments applied to this specific invoice. You can see the Title of the payment, the Amount received, and the Date it was recorded.
3. Search & Filter: Use the Search Bar or More Columns dropdown to find a specific transaction if the invoice was paid in multiple installments.
4. Sync Data: Click the Circular Arrow Icon (Refresh) to ensure you are seeing the latest processed payments.

Reviewing Invoice Activity Log

Maintaining a chronological audit trail for all financial adjustments and staff comments.

Steps:
To maintain total financial accountability for every bill:

1. Navigate: In the View Invoice modal, click the ACTIVITY LOG tab.
2. Audit History: Review the timeline to see exactly who created the invoice, when the status was changed, and any edits made to the amount.
3. Search & Filter: * Use the Search Activity Log box for specific events.
   
   • Use the From Date and To Date pickers to see actions during a specific period.
4. Staff Comments: Use the Leave a comment box on the right to add internal context (e.g., "Tenant promised payment by Friday"). Click SUBMIT to save the note to the permanent log.