Creating Your First Rent Invoice

Invoicing your tenants properly is the foundation of accurate income tracking. Here's how to create your first rent invoice in RentalBux, and how to set it up so you never have to do it manually again.

Why Invoicing Through RentalBux Matters

You might be thinking, "My tenant pays rent by standing order — do I really need to create invoices?"

Yes, and here's why:

Accurate records. HMRC expects you to have clear records of your rental income. An invoice creates a documented record of what was due, when it was due, and whether it was paid.
MTD compliance. Your quarterly MTD submissions are based on the income and expenses you've recorded. If you don't create invoices, RentalBux can't calculate your income automatically.
Payment tracking. Invoices let you see at a glance which tenants have paid, which are overdue, and how much rent you're actually collecting.
Professional approach. Even if you're a small landlord, sending a proper rent invoice looks professional and sets clear expectations.

Step-by-Step: Creating a Rent Invoice

Step 1:

Go to the Accounting module from the sidebar. And Click on Invoices and Bills.

Step 2:

Click Add Invoice.

Step 3:

Select the Property this rent applies to. If you have multiple properties, choose the correct one from the dropdown.

Step 4:

Enter the Tenant or Client’s name. If you've already added tenant details in the Tenancy module, you can select them from the drop-down list. If not, Click on Add. Now type their Contact Name and other details later. Click on Save.

Step 5:

Enter the Amount — the monthly (or weekly) rent due.

Step 6:

Set the Due date — when this rent payment is expected.

Step 7:

The Account needs to be changed. For rent, select Rental Income — which is correct for most invoices. If you're invoicing for something else (like a service charge or utility contribution), you can choose a different category.

Step 8:

Click Save.

What Happens After You Create an Invoice

Once an invoice exists, it shows one of these statuses on your dashboard:

Draft — Created but not yet sent or confirmed
Awaiting — Payment has not been made yet
Overdue — Payment due date passed with no receipt recorded
Paid — Full payment received and reconciled against a bank transaction

FAQ Section

What if my tenant pays in cash?

You can still create an invoice and manually reconcile it as paid when you receive the cash. This keeps your records accurate.

Can I invoice for things other than rent?

Yes. You can create invoices for service charges, utility contributions, key deposits (if applicable), or any other amount a tenant owes you.

What if I made a mistake on an invoice?

You can edit a draft invoice freely. If it's already been sent or paid, you'll need to create a credit note to reverse it — see the existing guide on Reversing Entries — Credit Note GUIDE 22.

Setting Up Recurring Invoices for Monthly Rent
Recording Expenses — Repairs, Agent Fees, Insurance & More
Adding a Tenancy Record

Why Invoicing Through RentalBux Matters

Step-by-Step: Creating a Rent Invoice

What Happens After You Create an Invoice

FAQ Section

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