Introduction
The Invoices page provides a comprehensive list of vendor-submitted invoices, allowing you to efficiently track costs, confirm payments, and verify work completion. It’s designed to help Property Managers stay on top of billing, payment statuses, and overdue balances with ease.
Column Definitions
| Column Name | Description |
|---|---|
| Bill From | Name of the vendor or service provider who issued the invoice. |
| Client Name | The client name associated with the invoice, typically your company or portfolio. |
| Issue Date | The date the invoice was generated by the vendor. |
| Job | Displays the work order number and property address tied to the invoice for easy context. |
| Amount | The total amount billed. If overdue, a red “Late [X] D.” badge will indicate the number of days past due. |
| Action | Access additional invoice-related actions using the three-dot menu (explained below). |
Actions Available (Three-Dot Menu)
Download Invoice – View or save a PDF copy of the vendor-submitted invoice.
Pay (if enabled) – Manually trigger a payment directly from the system.
Open Work Order – Navigate to the original work order associated with the invoice for verification and context.
Filtering & Export Options
Search Bar – Quickly locate specific invoices by vendor name, client, or job ID.
Add Filter – Narrow results by issue date, vendor, status, or other criteria.
Status Dropdown (top-right) – Filter invoices by status, such as Pending, Paid, or Delayed.
Export – Download a copy of your invoice list (based on applied filters) for reporting, audits, or record-keeping.
Property Manager Use Cases
Verify Invoice Validity
Use Open Work Order to confirm that the invoiced work has been completed before authorizing payment.Monitor Overdue Payments
Watch for red “Late” badges to stay on top of aging invoices and avoid payment delays.Export for Reporting
Download invoices to cross-reference with internal budgets or to share with property owners.Investigate Discrepancies
If an invoice appears incorrect, download the PDF and review the work order’s chat timeline for supporting details.
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