Menu options and navigation paths differ depending on whether you are on Connected Accounting, Standalone Accounting, or Trust (Client) Accounting. If a menu item described in this article does not appear for you, see the Trust (Client) Accounting — Key Navigation Differences section.
Finding Invoices
There are three ways to navigate to an invoice in Re-Leased.
From Income & Expenses
This is the main invoice list. Use the search bar to find invoices by invoice number, property name, or tenancy name. Click the invoice number to open the invoice record.
From a contact record
Go to Contacts, open the contact, then select the Invoices & Credits tab. Click the invoice number to open it.
From a lease or tenancy record
Open the lease or tenancy record (via Global Search or the Leases/Tenancies menu) and navigate to the invoices section from within the record.
The Invoice Record vs. the Invoice PDF
Re-Leased has two different things that can look like "the invoice" — it is important to know which one you are looking at.
| Invoice record (inside Re-Leased) | Invoice PDF |
What it is | The live page in Re-Leased showing all invoice fields, status, and actions | A generated document emailed to tenants or downloaded from Re-Leased |
Has a contextual menu? | Yes — the [...] / three-line menu appears at the top of the page | No — it is a static file with no menus or actions |
Can you edit, void, or view history? | Yes | No |
How to get there | Income & Expenses → click the invoice number | Opened from an email or downloaded from the invoice record |
If you cannot find Edit, Void, View History, or Copy: you are likely viewing the PDF rather than the invoice record. Go to Income & Expenses and click the invoice number to open the record in Re-Leased.
The Contextual Menu ([...] / Three Lines)
On the invoice record screen, there is a contextual menu button — shown as three horizontal lines or [...] — at the top of the invoice page. This menu provides additional actions for the invoice.
Common actions available from the contextual menu include:
View History — a log of every action taken on the invoice, including who created it, any edits, and when it was emailed. Each entry shows whether it was triggered by a user or by the system.
Edit Invoice — modify the invoice details (available while the invoice is in an editable state).
Void — cancel the invoice.
Copy — create a new invoice based on this one.
Invoice Line Types
When you click Add Line on an invoice, each line has the same fields: Description, Quantity, Unit Price, Discount, Account, Tax Type, and Ledger. The Account field determines how the line behaves.
Account chosen | Line behaviour |
DESC – Description Line | Text-only line. Unit Price must be 0.00. The Discount field cannot be used — a discount cannot exceed the line value, which is zero. |
Any other account code | Regular line. You can enter a non-zero Unit Price and apply a Discount. |
Showing a discount or reduction on an invoice
If you need to show a reduction on an invoice (for example, a contribution or concession), add a regular line — not a description line — and enter the amount as a negative Unit Price (for example, -38.60). This reduces the invoice total without triggering the zero-price restriction on description lines.
Click Add Line.
In the Account field, select any normal account code (do not select DESC – Description Line).
Enter the reduction amount as a negative value in Unit Price (e.g. -38.60).
Save the invoice.
The Invoice "Attention" Name
The Attention name that appears at the top of an invoice comes from the Account Contact set on the tenancy record.
To update the Attention name for all future invoices
Open the lease or tenancy record (via Global Search or Leases/Tenancies).
Go to Lease/Tenancy Details.
Find Account Contact and edit or replace the contact name.
Save. Future invoices raised for this tenancy will use the updated name.
To update the Attention name on a specific existing invoice
Go to Income & Expenses and open the invoice.
Click Edit Invoice.
Update the To field with the correct contact.
Save.
Trust (Client) Accounting — Key Navigation Differences
If you are on Trust (Client) Accounting, some invoice navigation paths are different from Connected and Standalone Accounting customers.
Owner Fees is not under the Accounting menu
The Accounting → Owner Fees path is only available for Connected Accounting and Standalone Accounting customers. If you are on Trust (Client) Accounting, this menu item will not appear — even if fee rules are configured.
In Trust (Client) Accounting, fee rules are managed under Settings → Fees.
Fee invoices work differently
In Trust (Client) Accounting, fees are not created as separate invoice documents in the same way as Connected or Standalone Accounting. Searching Income & Expenses will not return fee invoices.
To find fee transaction records or proof of fees charged, use either of the following:
Open the tenant or owner contact record and go to the Invoices & Credits tab to see their transaction history.
Run the Invoice Details and Payments Report (Client/Trust Accounting) under Reporting and filter by date range and status.
In Asia-Pacific, "Trust Account" is the standard term; European customers refer to it as "Client Account".