Displaying Overdue Amounts on Invoices

  • Updated

This article provides step-by-step instructions on how to display the total overdue amount on tenant invoices within your system, offering a clear outline of outstanding balances. By configuring your invoice template, you can help tenants understand exactly what they owe, thus facilitating prompt payments and efficient account management.

Activating Overdue Amount Display on Invoices

For your invoices to reflect the total overdue amount for each tenancy, you will need to edit your invoice template:

  1. Navigate to Settings.
  2. Choose Invoice Templates.
  3. Select an invoice template to edit by clicking Edit Template.
  4. Within the template editing interface, locate Optional Fields.
  5. Find and tick the checkbox that includes Total Overdue (income only) on income invoice PDFs.
  6. Click Save to apply the changes to the template.

This adjustment will now ensure that each time an income invoice is produced, it clearly shows the total overdue amount.

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Understanding Overdue Amount Calculations

The calculation of the total overdue amount is always current to the date when the invoice PDF is generated or emailed. Therefore, if a payment is made after an invoice is sent and then the invoice is downloaded or emailed again, the overdue amount will automatically update to reflect what is presently outstanding. Keep this in mind when communicating with tenants to provide the most up-to-date information.

 

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