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.

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.

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.

How to correct the balance

2.1 Check the expected date in the Upcoming Invoices section.

Make sure the Hide completed option is unchecked.

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.

2.3 Change the invoice date

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

🎓 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