Send a tenant an invoice
Turn unpaid ledger charges into a formal invoice, email it or print it as a PDF, then mark it paid or void it. Rent lateness is tracked without invoices.
4 stepsUpdated
Steps
Step 1: Open the tenant's page, click View Ledger, then Generate Invoice. The app lists the unpaid charges it will put on it; confirm.
Step 2: The invoice is saved as a draft. Find it under Rent & payments > Invoices (filter by Draft, Sent, Paid, Overdue or Voided) and open it.
Step 3: Click Send to tenant to email it, or Print / Save as PDF. Edit details changes the invoice number, due date and notes; Attach PDF copy stores the PDF with it.
Step 4: When they pay, record the payment first (Record payment), then click Mark as Paid on the invoice. Void Invoice cancels one with a reason.
Good to know
- Invoices are optional. Late status, reminders and overlocks go by paid-through dates, not invoices.
- The Invoices tab has Sync invoices if a status looks stale.
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What the feature does
Billing & autopay
Rent posts on the 1st and autopay retries declined cards.
Self storage billing software
Did this answer it?
If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.