You can edit income and expense invoices in Re-Leased as long as they are still in draft or approved status. Once an invoice is no longer editable, you can void and recreate it.
Once an invoice has been included on an owner statement, key fields such as the description and dates become locked to preserve the integrity of the issued statement. This ensures that financial records remain consistent and auditable.
How to Find and Edit an Invoice
Navigate to Income & Expenses.
Search for the invoice number you want to edit.
Click the invoice number to open it.
Click Edit Invoice.
Making Changes
Update the relevant fields — such as amount, description, or outgoings/service charge allocations.
Review all changes for accuracy.
Click Save.
If the Invoice Cannot Be Edited
Paid invoices cannot be edited directly. If the invoice has not been reconciled on an owner statement, you can void and recreate it. However, if the invoice has been reconciled on an owner statement, voiding is not recommended as it would disrupt trust reconciliation. In such cases, update the invoice description to clarify the situation or raise a credit note against the original bill.
Open the invoice and click the Contextual Menu [...].
Select Void Invoice and confirm.
Create a new invoice with the correct details via Income & Expenses > Add Invoice.
Correcting Incorrect Dates on Rent Adjustment Invoices
Check for Applied Payments
Open each affected invoice and verify if any payments are applied.
Void Incorrectly Dated Invoices
Navigate to Income & Expenses or open the invoice from the tenancy.
Click “Void Invoice” and confirm.
For Rent Invoices Only: Select “Ignore as Rent” When Voiding
This allows you to regenerate the rent invoice for the same period with the correct dates.
If not selected, you’ll need to create a manual one-off invoice instead.
Reverse Payments Before Voiding (If Applicable)
Open the invoice, click “Less Payment,” then “Unreconcile.”
Reverse the payment and void the invoice as described above.
Recreate Invoices with Correct Dates
Generate new rent/adjustment invoices with the correct rent period dates.
This will clear arrears and reflect the correct paid-through date.
Handling Paid and Reconciled Invoices on Owner Statements
If a paid and reconciled invoice appears on an owner statement and needs correction, it cannot be removed without disrupting the trust reconciliation. Instead:
Update the invoice description to clarify the situation (e.g., note that it was paid in error).
Edit the reimbursement/income invoice description to explain the offsetting reimbursement. For cases where funds are recovered from the supplier, raise an expense credit note against the original bill. This ensures the reversal is directly linked to the expense.
For Asia-Pacific customers, "Outgoings" refers to property charges. European customers will see this as "Service Charge" and North American customers as "Operating Expenses". For more information on regional terminology, see our Glossary of Regional Terminology.