Understanding the rent billing process in Plexflow

Preface

This article briefly explains how Plexflow manages rent billing so that your amounts, dates, and reports stay consistent from the lease through to collection. It clarifies the difference between Upcoming Invoices (planning), Invoices (what is issued), and collections (what is received).

Upcoming Invoices

This section shows you, for each unit, what is coming up. You will see:

• Invoice Date: the day the invoice will be created (often the 1st of the month).
• Payment Date: shown only for automatic collections (PAD or Interac). This is the date the withdrawal is scheduled.
• Amount and status: to see where each rent stands.

⚠️ Important: clearly distinguish the two collection methods

• Pre-authorized debit (PAD): invoices are generated automatically on the payment dates indicated.

👉 How to set up an automatic (PAD) collection: https://help.plexflow.ca/fr/article/inscrire-une-collecte-dpa-dune-unite-dans-plexflow-1x4yj0z/

• Manual collection: no automatic generation. You must create/collect manually each month.

👉 How to record a manual collection in Plexflow: https://help.plexflow.ca/fr/article/effectuer-une-collecte-manuelle-dans-plexflow-1clzvlx/

Invoices

The Invoices section is the official register of everything that has been billed for the unit. It does not automatically reflect money received. It is used to track what has been issued to the tenant, its payment status, and the remaining balance.

⚠️ Important: distinguish Invoices and Collections

• Invoice = what you have issued.
• Collected = the money actually received.

To clearly understand the difference and the impact on your reports, see this detailed guide to the income and expenses report:
👉 https://help.plexflow.ca/fr/article/comment-utiliser-le-rapport-revenus-depenses-dans-plexflow-14h5kjm/

Where invoices come from

• Automatic collection enabled (PAD)

Invoices are generated automatically on the payment dates indicated in Upcoming Invoices.

• Manual collection

You must create the invoice and record the collection each month.

Did you know…

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👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026