Invoice Actions Menu Guide

The Invoice Actions Menu provides a set of options for managing tenant invoices. Each action allows you to perform specific tasks on an invoice, from viewing and paying to finalizing and flagging. Below is a breakdown of each action available.

Available Actions

1. View

• Opens the invoice in a detailed view where you can review all related information, charges, and taxes.

2. Pay

• This action takes you to the payment page, where you can:
  • Choose from the tenant’s saved payment cards to pay the invoice.
  • Alternatively, select the Cash option to mark the invoice as paid if receiving cash payment.
• Once completed, the invoice will be marked as paid.

3. Void

• Voids an invoice, making it inactive.
• Useful for invoices that were finalized but are no longer required.
• Note: Voiding is only available if the invoice is finalized; it cannot be deleted if not in draft.

4. Delete

• Permanently deletes the invoice.
• Only allowed if the invoice is still in draft state. This is ideal for invoices that are no longer needed and were never sent or finalized.

5. Finalize

• Converts a draft invoice into a finalized state.
• When finalized, the invoice will:
  • Be sent to the tenant.
  • Attempt to process any autopay options if set up.
• This action is required to move the invoice out of draft status and officially issue it to the tenant.