Skip to main content

​
Invoices and payments

Use Finance in Nyumba Zetu to issue invoices, record payments, and track what tenants owe.

​
Invoices

​
Where to find invoices

  1. In the sidebar, open Finance (or Receivables).
  2. Click Invoices. You’ll see the list of invoices.

​
Creating an invoice

  1. From the invoices list, click Add (or New invoice).
  2. Select the tenant / resident (and lease if required).
  3. Add line items (e.g. rent for a period, other charges). Set amounts and due date.
  4. Save. You can send the invoice to the tenant by email or share a link if your app supports it.
If recurring charges are set up for a lease, invoices may be generated automatically each period. Check Recurring charges or similar under Finance.

​
Invoice status

Invoices usually have statuses such as Draft, Sent, Partially paid, Paid, or Overdue. Use filters in the list to see what’s outstanding.

​
Payments

​
Recording a payment

  1. Go to Finance → Payments (or Receive pay / equivalent).
  2. Click Add (or Record payment).
  3. Select the tenant and the invoice(s) to apply the payment to. Enter amount and payment method/date.
  4. Save. The payment is applied to the invoice and the balance updates.

​
Allocations

If a payment covers multiple invoices or you want to split it, use the allocation step (when available) to assign amounts to specific invoices.

​
Adjustments

Under Finance you may see Adjustments (credit notes, debit notes, write-offs). Use these to correct overpayments, waive amounts, or apply credits. See the in-app labels and tooltips for each type.

​
Next steps

  • Managing leases – Set up leases so you can bill rent.
  • Reports – Revenue, aging, and trial balance reports.