Income Dashboard

Use Income in the sidebar to review rent income across the portfolio. The dashboard requires both Invoices View and Leases View. Without Leases View, income is Unavailable. If loading your permissions fails, select Retry.

The dashboard summarizes scheduled monthly rent, expected income after overdue balances, and the total overdue balance for active and notice-period leases. The income tables also include scheduled leases and their saved invoice schedule, so you can review upcoming charges before a lease begins. Unpaid invoices due in the future are marked Upcoming. Scheduled leases without saved invoices do not appear as invoice rows.

Use the search field to find income records by property, unit, or lease status.

Select Filters to narrow income by Property and optionally Unit, then select Apply Filters. Both default to All properties and All units. Choosing a property limits the Unit options to that property. Changing properties resets a selected unit if it belongs to another property. With All properties selected, units remain grouped under their property so units with the same name stay distinct. Only units with a scheduled, active, or notice-period lease within the current tenant scope are listed.

The summary totals and both table layouts follow the property and unit selections. A property without eligible income leases shows an empty state. Selections are saved in the page address: /income?propertyId=3 shows one property, and /income?propertyId=3&unitId=12 narrows it to one unit. Existing unit-only links such as /income?unitId=12 continue to work. A property/unit combination that does not match shows no income results.

Select Clear Filters to remove both property and unit selections. Your search, grouping, and other URL parameters stay as they were. If the page was opened with a tenantId restriction, a notice identifies the tenant scope; clearing property and unit filters keeps that restriction and its notice visible.

Manual Invoices

Select New Invoice to add a charge for an existing lease. Choose the property, unit, and lease term; the linked tenant is filled in automatically. With Invoices Create, you can create an invoice even when Tenants View is denied: the tenant field displays Unavailable, and the invoice uses the lease's linked tenant. When no tenant is supplied, Parcelis uses the tenant added to the lease earliest, with the lowest tenant ID breaking ties. For individual billing, only that tenant receives the invoice. Select Add item to choose a configured charge or Custom item. A configured charge fills in its default description, with {month} and {year} filled from the due date; a custom item lets you enter its name. You can edit the description for this invoice. The form shows the subtotal, paid amount, and balance due before the invoice is created. Manage reusable item names and descriptions in Settings → Invoicing. Saved invoices keep a copy of the item and description as entered.

If you change any field or add a charge line, closing the drawer with X, Cancel, an outside click, or Escape shows Your changes will not be saved. Select Keep Editing to retain all entered values, or Discard to close the drawer and clear the form. Pressing Escape in the confirmation also keeps your edits. An untouched form, or one returned to its initial values, closes without a warning.

The drawer stays open while invoice creation is in progress. A successful save closes and clears it; if creation fails, your values remain available to edit or retry, and closing still requires confirmation.

Manage an Invoice

Select an invoice identifier to open its details. The property rail groups invoices by property and unit, making it easy to move between related invoices.

Use Edit invoice to change the due date or charge lines. You can add and remove charge lines, but an invoice always requires at least one line. The edit form shows the existing paid amount and balance so you can review the effect of the changes before saving. If an increase leaves a previously paid invoice with a balance, its paid settlement details are cleared; recorded payments and their history remain intact. Edits that leave the invoice fully paid preserve its settlement details. The total cannot be reduced below the amount already paid.

Use Record payment to add the first payment, or Add payment when the invoice already has a payment. A fully paid invoice is marked PAID; invoices with a remaining balance are shown as open, overdue, or partially paid as appropriate. Use Add note to attach internal notes to the invoice. Delete permanently removes an invoice and its charge lines. Delete is disabled for invoices with payment history, including invoices whose payments have all been reversed. Hover over Delete or move keyboard focus to the button to see a tooltip explaining why deletion is unavailable. Reversing a payment preserves its history and does not make the invoice eligible for deletion.

To correct a recorded payment, use Reverse payment in the invoice's Payment activity section, enter a reason, and confirm. This action requires invoice deletion permission. The original payment remains visible with the reversal date, staff member, and reason, and its amount is added back to the outstanding balance. Other payments, including payments from co-tenants, remain unchanged. Repeating a reversal does not add the amount back twice. Reversal corrects the recorded payment; it does not send a refund.

If a payment or invoice changes while you are saving an edit or reversal, the action may report a conflict. Refresh and review the latest balance before trying again. Changes that would leave inconsistent balances are rejected.

Income by Unit

Income is grouped by unit by default. Each group is labeled with the unit and property, followed by the total invoice amount, amount paid, and remaining balance. Select a unit row to expand its scheduled, active, and notice-period leases, including all lease tenants and invoice details. Select an invoice row to open that invoice's details.

Expanded rows show the invoice ID, due date, status, amount, balance, and payment details when payments have been recorded.

Select the Grouped By Unit toggle to switch to an ungrouped rent-roll view. This lists each lease with its property, unit, lease status, scheduled rent, and overdue amount.