Raising Invoices for Past Rent

  • Updated

In Asia-Pacific and Europe, the terms "Arrears" and "Tenants" are prevalent. However, in North America, these are typically known as "Delinquency" and "Leases." Also, the concept of a "Trust Accounting" in Asia-Pacific equates to a "Client Accounting" in Europe. It's important to mention that the Client/Trust Accounting functionality does not apply to customers in North America. For further details on terminology differences, please reference our Glossary of Regional Terminology

This guide aims to provide you with the necessary steps to raise invoices for past. Rent invoicing is key to maintaining accurate financial records and tracking lease/tenant payments. By the end of this guide, you will understand how to manually generate rent invoices for periods in the past, including situations when previous rent is due or an adjusted invoice is required.

Rent Invoicing Overview

Rent invoices are unique because they can be associated with a specific rental period. This association is crucial for accurate reporting and managing arrears.

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Typically, rent invoices are automatically generated when due, according to the Rent Template and company settings for invoice generation. But at times, you may need to manually raise an invoice for past rent – here’s how it’s done.

When to Manually Raise Past Rent Invoices

  • Previous rent amounts are outstanding, or when setting up new leases/tenancies with an opening balance due.
  • A lease/tenant's rent begins partway through a period, and you need to invoice for a partial amount not automatically calculated.
  • Replacing a voided rent invoice.

Generating a One-Off Rent Invoice

  1. Navigate to the Rent section found under the Rent & Outgoings tab of the Lease/Tenancy. 
  2. Click on the Generate a One-Off Rent Invoice button.
  3. Specify the Rent Period From and To dates that the invoice will cover.
  4. An invoice will be created, displaying a description which includes the dates entered. 
  5. Fill in all other required details for the invoice.
  6. Click Save to finalize the invoice.

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Remember, it’s always a good practice to double-check the invoice details for accuracy before saving, particularly the rental period covered, to ensure proper accounting and lease/tenant communication.

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