FAQ: Invoice Debit Account

What happens if I don't touch the account picker at all? The invoice posts to your property's standard Accounts Receivable account, exactly as it always did. The picker defaults to that account, so doing nothing reproduces today's behavior.

What's the difference between the two groups in the picker? Receivable accounts (Accounts Receivable, AR Late Fees) keep the invoice open until it's paid, just like a normal invoice. Cash / Bank accounts (your cash and trust accounts) tell URBI the money was already received, so the invoice is created already paid with no receivable step.

If I pick a different Receivable account, does anything else change about the invoice? No. The invoice still stays open, still shows up the same way to the resident, and still requires a payment later. The only difference is which account it debits and which account a later payment will credit.

Why did "Save as Draft" disappear when I picked a Cash/Bank account? A draft is an invoice that hasn't posted yet. A Cash/Bank invoice is created already paid, so there's no draft state for it to sit in. The button is replaced with a short note explaining this.

Can I change the account after the invoice has been sent? No. The account is only editable while the invoice is a draft. Once it's sent, the field becomes read-only with a "Locked once sent" note, because the journal entry has already posted using that account. To fix a wrong account on a sent invoice, ask whoever manages your Chart of Accounts (or contact URBI support) for a journal entry correction, don't try to edit the invoice itself.

Is there still just one place to create an invoice? Yes. The dashboard's Create Invoice tile and every other entry point open the same invoice drawer described in this section. There's no separate quick-create popup anymore.

Does this change how payments are recorded for invoices I created before this feature existed? No. Existing invoices and their default Accounts Receivable behavior are unchanged. This only affects the account chosen at the time a new invoice is created, or an existing draft that hasn't been sent yet.