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# How to correct a balance in Plexflow

## Do you have a balancing problem?

Here are the reasons that can lead to an imbalance:

1. The total of the invoices does not match the amounts due for the period.
2. The invoice date in the **Upcoming Invoices** section does not match the date in the **Invoices** section.

### 1. The total of the invoices does not match the amounts due for the period.

An imbalance can appear when the **total of the invoices generated** does not match the amounts due shown in the **Upcoming Invoices** **section**.

### 1.1 Typical example:

- The **Upcoming Invoices** section shows three months of rent (e.g. July, August, September).
- In the **Invoices** section, only two invoices have been created.
- Result: the balance shows a discrepancy, because the invoices do not cover the full amounts due.

![Imbalance: invoices do not cover all amounts due](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/1probleme-de-balance_1299fds.png)

### 1.2 How to correct it:

1. Check the amounts in the **Upcoming Invoices** section (they represent what is due by period).
2. Compare with the **Invoices** section.
3. Add the missing invoice or adjust the existing ones so that they cover the full period.

Once the invoices are aligned with the amounts due, the balance is restored automatically.

![Balance restored after invoices are aligned](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/1probleme-de-balance2_mo3p4n.png)

## 2. The invoice date in the Upcoming Invoices section does not match the date in the Invoices section.

This type of imbalance occurs mainly with **PAD (pre-authorized debit) collections**, especially when a **payment has been returned NSF (non-sufficient funds)**.
In fact, Plexflow relies on **two distinct databases**:

- The **Upcoming Invoices** database (amounts due by period).
- The **Invoices** database (financial documents generated).

👉 When an **NSF** occurs, a new invoice is often created to retry the collection. If the **date of this invoice** does not exactly match the date expected in the **Upcoming Invoices** section, the system cannot link the two and an imbalance appears.

![Imbalance after an NSF, with mismatched dates](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/balance_1tkrclx.png)

## How to correct the balance

### 2.1 Check the expected date in the Upcoming Invoices section.

Make sure the **Hide completed** option is unchecked.

![Upcoming Invoices section with Hide completed unchecked](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/2_5vlixf.png)

### 2.2 Compare with the date of the invoice associated with the payment (especially after an NSF).

- In the **Upcoming Invoices** section (step 2.1), the rent for **September 2025** is scheduled for **September 1** (status: **Failed**, following a declined PAD).
- In the **Invoices** section, the corresponding invoice is dated **September 3, 2025**.
- ➡ Result: the two databases do not recognize this invoice as covering the same period, which generates an **imbalance**.

![Invoice dated September 3 versus rent scheduled for September 1](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/22_9zq0oe.png)

### 2.3 Change the invoice date

![Changing the invoice date](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/23_qanajv.png)

### 2.4 Once the dates are identical, the two databases align and the balance is restored.

![Dates aligned](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/6_1xgjq9x.png)

![Balance restored](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/7_m460hz.png)

## 🎓 Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.