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Features/Invoice Hub
AgentOS CRM

Create, Send, and Track Every Invoice

Professional invoices with auto-numbering, tax and discount math, payment tracking across 8 methods, and branded PDF export — linked to your properties and tenants from Rent Tracker.

6

Invoice Statuses

draft · sent · paid · partial · overdue · cancelled

6

Line Item Types

rent · charge · late fee · maintenance · deposit · custom

8

Payment Methods

cash · check · Zelle · Venmo · PayPal · card · bank · other

1

Page PDF Export

branded header · items table · totals

Watch Invoice Hub in Action

See how invoices go from draft to paid in seconds

VIDEO DEMO

Your Invoice Dashboard at a Glance

Total billed, collected, outstanding, overdue — always up to date

Total Invoices

47

Collected

$24,850

Outstanding

$8,200

Overdue

$3,100

INV-2026-0047

Maria Santos

$2,400.00

Paid

INV-2026-0046

James Chen

$1,850.00

Sent

INV-2026-0045

Alex Rivera

$3,100.00

Overdue

How It Works

STEP 01

Create an invoice in seconds

Enter From and To contact info, add line items (rent, charges, fees, deposits), set tax rate and discount. Totals calculate as you type. Auto-numbering assigns the next number per year.

STEP 02

Send it and track the status

Mark the invoice as sent. The status bar shows draft, sent, paid, partial, overdue, and cancelled — with counts per filter. Search by invoice number, recipient, or memo.

STEP 03

Record payment when it arrives

Mark the invoice paid with the payment method (cash, check, Zelle, Venmo, PayPal, credit card, bank transfer, or other), date received, and who received it. Partial payments update the balance automatically.

STEP 04

Export a branded PDF in one click

Download a professional 1-page PDF with dark branded header, From/To contact blocks, itemized table with types and quantities, tax and discount breakdown, and totals bar. Ready to send or print.

Why Agents Use It

Never lose track of money owed

Every invoice has a status, a balance due, and overdue flagging. Filter by status to see exactly what's outstanding. Four stat cards — total, collected, outstanding, overdue — update in real time.

Professional invoices in one click

PDF exports include a dark branded header, From/To contact blocks, itemized line items with types, tax and discount math, and a totals bar — ready to send to any tenant or client.

Connected to your properties

Link invoices to properties and units from Rent Tracker. Prefill tenant name, email, and property address automatically. Duplicate any invoice to bill the same tenant next month.

Stop chasing payments. Start tracking them.

See the full Invoice Hub inside AgentOS — book a live walkthrough.

Book a 60-Minute Demo