Arrears on the next invoice: how balances carry forward
A tenant who owes last month and gets this month's invoice should see both on one page. The platform carries the balance forward as a line, keeps the old invoice alive underneath, and allocates whatever arrives to the oldest debt first.
The carried-forward line
When a repeating invoice is raised and the client has an open balance, the new invoice gains a line: "Balance carried forward from INV-2026-0790 · ₱8,500". The old invoice stays Overdue on its own; the new one's total includes it. The tenant sees one number to pay. You can turn the carry-forward off per client if you prefer separate statements.
Allocation
A payment recorded against a client (rather than a specific invoice) is allocated oldest-first: last month's invoice is settled before this month's rent is touched. Record against a specific invoice to override. The Allocate view shows the split and lets you move it.
Credit, the other way
An overpayment or a payment on account sits as credit on the client. The next invoice shows "Credit applied · −₱1,500" and a reduced total. Credit is never refunded automatically; Refund credit records a payment out when you choose.
Statements
For a tenant with several open invoices, send a statement of account instead of chasing each: every open invoice, payments received, the balance. One PDF, same QR codes. Generated from the client's page or the chase list.
Related
Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3