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Invoice Payment Templates

This guide explains how to manage and print Invoice Payment templates within your account.

Written by Dylan Telson

Viewing and Managing Invoice Payment Templates

  1. Click your profile menu.

  2. Click Settings.

  3. Click Templates.

  4. Select Invoice Payment.

Here, you can:

  • View existing Invoice Payment templates.

  • Import new templates. Currently, the only importable template is Default Invoice Payment.

  • Edit, duplicate, or delete existing templates.

Setting the Invoice Payment Template

To select a specific Invoice Payment template, configure it within a lease profile.

  1. Go to Settings.

  2. Click Profiles.

  3. Edit an existing lease profile or create a new one.

  4. Set the Invoice payment print template field to the desired template.

  5. Save your changes.

Printing an Invoice Payment

  1. Go to the Tenants page.

  2. Select the relevant tenant.

  3. Click the Transactions tab.

  4. Locate the Invoice Payment you want to print.

  5. Click the dropdown menu next to the payment.

  6. Select Print.

  7. Choose the print template from the dropdown.

  8. Click Print.

This opens a new tab displaying the printable Invoice Payment document.

Information Included in the Template

The Invoice Payment template includes:

  • Payment method.

  • Details of invoices the payment is applied to.

  • Individual charge items.

  • Amounts applied per item.

  • Total amount.

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