Invoices & payments

Sales has two separate pages for invoices and payments.

Invoices

The bills created for tenants.

All payment attempts — successful, pending, failed, and refunded.

A failed payment does not create an invoice. If a tenant says their payment failed, check Sales → Payments to see the payment status.

Sales → Invoices shows all invoices created for tenants.

Column	Description
Invoice	Invoice number
Tenant	Tenant the invoice belongs to
Status	Current invoice status, such as Open or Paid
Amount	Total invoice amount
Paid Via	Payment method used
Issued	Date the invoice was created

Open the row menu to access the following options:

Option	What it does
View Details	View the invoice details in the panel.
View PDF	Open the invoice PDF in a new tab.
Download PDF	Download the invoice PDF.

The invoice details page includes Invoice Details, Tenant, Billing Details, and Line Items.

Sales → Payments shows all payment attempts made by tenants.

Column	Description
Tenant	Tenant who made the payment attempt
Status	Current payment status
Amount	Amount of the payment attempt
Paid Via	Payment gateway or payment method used
Method	Payment method, such as card or bank transfer
Reference	Payment reference provided by the gateway
Attempted	Date and time of the payment attempt

Status	Description
Captured	Payment was successfully received.
Pending	Payment was started but has not been completed.
Failed	Payment was not completed and no payment was received.
Refunded	Payment was received and later refunded to the tenant.