Quick answer
Create invoice: Issue an invoice with lease, line items, due date, and payment channels so collections are unambiguous. In Renteric, follow these key steps: Choose invoice source, Enter line items and amounts, and Define due date and channel. Finish by validating that the invoice is ready to collect, communicate, reconcile, and report with the correct balance.
Before you start
- Have a linked lease, tenant, or property.
- Define line items, currency, amount, and due date.
- Confirm collection channel and tax details if applicable.
Step by step
- 1
Choose invoice source
Create the invoice from the lease, ledger, or billing module so correct data is inherited.
- 2
Enter line items and amounts
Add rent, fees, adjustments, interest, or extra charges with clear descriptions.
- 3
Define due date and channel
Set due date, receiving account, payment link, or bank instructions.
- 4
Review recipients
Confirm tenant, visible owner, and contacts that will receive the communication.
- 5
Issue and validate balance
Issue the invoice and verify it appears in reports, portal, and reminders with the expected balance.
Common errors
The invoice is issued with the wrong amount
A line item is missing or a lease adjustment was duplicated.
Void or edit based on status and rebuild line items from the lease.
The tenant cannot pay
The invoice has no active channel or the payment link was not generated.
Review receiving account, currency, and link before resending the invoice.
FAQ
Can I create an invoice without a lease?
Yes, if manual billing is enabled. It is still better to link it to an asset or contact.
Does the invoice trigger reminders?
Yes, if reminders are active and the invoice is issued with a due date.
Can I add multiple line items?
Yes. Splitting them improves traceability for tenant, owner, and reconciliation.
Video guide
What this solves
Issue an invoice with lease, line items, due date, and payment channels so collections are unambiguous.
Choose invoice source
What to prepare first
Have a linked lease, tenant, or property. Define line items, currency, amount, and due date. Confirm collection channel and tax details if applicable.
Enter line items and amounts
Guided walkthrough
Choose invoice source: Create the invoice from the lease, ledger, or billing module so correct data is inherited. Enter line items and amounts: Add rent, fees, adjustments, interest, or extra charges with clear descriptions. Define due date and channel: Set due date, receiving account, payment link, or bank instructions.
Define due date and channel
How to validate the result
Review recipients: Confirm tenant, visible owner, and contacts that will receive the communication. Issue and validate balance: Issue the invoice and verify it appears in reports, portal, and reminders with the expected balance. the invoice is ready to collect, communicate, reconcile, and report with the correct balance
Issue and validate balance