Forwarded Invoices and Where Payments Land

When a resident or owner forwards part of an invoice to somebody else in their home, that portion becomes a share. A payment on the invoice as a whole now reaches those shares automatically, in proportion to what each party still owes, so nobody is asked for money that has already been paid on their behalf.

You can see all of this from the invoice itself, on the Forwarding and Splits tab of the invoice drawer.

Who can use it

Property management staff, board members, and PMs with access to the property's accounting. Residents and owners see their own side of the same shares in the resident app and the web portal.

Where to find it

Accounting > Invoices, open any invoice, then the Forwarding and Splits tab. Shares also appear on the transaction detail drawer under Accounting > Transactions, and a preview of what will change appears when you edit an invoice's total.

The three things to know

1. A share covered by somebody else's money is Settled, not Paid. The recipient did not pay it, so their own payment history stays empty and the tab shows Paid and Covered as two separate figures. A single combined number would either credit somebody with money they never sent or hide money that was sent for them.
2. A decline is permanent for that invoice. Once somebody declines, that invoice can never be forwarded to them again, and the declined record cannot be deleted, because deleting it is what would undo the block.
3. Changing an invoice total recalculates the unpaid shares. Shares carrying money are left alone; unpaid shares are recalculated from the percentage they were agreed at, and anyone whose amount goes up is told once.