To make any changes or updates to an invoice, you will start in your Rent tab.
You can view All of your invoices, or you can select the Rent, Security deposits, or Payment requests tab, to modify your current invoice view, only showing what you need!
Pro Tip: To reduce the amount of invoices in your view, you also have the option to filter your invoices by Properties, Date Range, or you can search your tenant by name!
Edit an invoice:
If you have an invoice you need to update, you will click on the invoice in your Rent tab, to navigate to the Invoice details page.
You will have the option to edit the rent amount for this specific invoice, waive a late fee, or enable/disable partial payments. If you need to modify your payment terms, you can do that from the invoice as well.
Attach a file to an invoice:
You can attach a file to any invoice type on Azibo!
Click on the invoice in your Rent tab, to navigate to the Invoice details page.
Click on 'Attach a file' in the bottom right corner of the invoice:
You will have the option to upload a new file, or select a file within the Files section of your account. All attachments added to the invoice will be shared with your tenant, and available in the Files tab of your account.
In the invoice, clicking the attached file will open the document for quick review. You can view, edit, download or delete the attached file at any time.
Record a payment/credit on an invoice:
If you have collected funds outside of Azibo (cash, check, etc.), or you would like to apply a credit towards a future invoice, you can click on 'Record payment' in the top right corner of the Invoice details page, to record a manual payment on an invoice.
Recording a manual payment on an invoice will reduce the amount due, where your tenant can then pay the remainder balance if necessary.
Modify/delete a recorded payment:
If you have accidentally recorded an incorrect payment on an invoice that you would like to remove or adjust, you can click on 'Edit' next to the recorded payment.
This will open up the recorded payment, allowing you to adjust the recorded payment amount, payment date, payment method, or memo. You will also have the option to delete the recorded payment.
Cancel an invoice:
If you need to cancel an invoice, you will click on 'Cancel invoice' in the bottom left corner of the Invoice details page
Restore a canceled invoice:
If you have canceled an invoice, and you would like to restore the canceled invoice, you will navigate to your Rent tab, change your 'Status' filter from 'All active' to 'Canceled', select the canceled invoice you would like to restore, and then click on 'Restore invoice' in the bottom left corner of the Invoice details page.