Articles on: Payments and Tracking

How to add an additional collection in Plexflow

💡 Goal
This article explains how to add an additional rent collection or invoice in the record of a unit that is already active.

Steps

Step 1 – Open the unit record

Go to the Properties module, then select the unit in question.
You can use the search bar to quickly find the address or the tenant’s name.

Step 2 – Open the “Upcoming Invoices” section

In the unit record, go to the Upcoming Invoices tab.
Then click the ➕ Add button to create a new invoice.

Upcoming Invoices section with the Add button

Step 3 – Set the invoice details

Choose the desired Invoice Date, adjust the amount if needed, then click Add invoice to confirm.
This will create a new rent line in the upcoming payment calendar.

Window to add an invoice, with Invoice Date, amount, and Add invoice

Step 4 – Collect the payment

Option 1: Manual collection

If payment is made by cheque, cash, or transfer, follow the detailed guide here:
👉 How to record a manual collection in Plexflow

Option 2: Automatic collection (PAD or Interac)

If the invoice should be collected automatically, see:
👉 How to retry a PAD in Plexflow

Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026

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