Resident invoices and statements (PDF)

Every resident has a branded invoice for any month and a statement for any date range, built straight from their ledger. You preview, download or email them from the tenant page; the resident — or the company paying for their stay — downloads the same PDFs from the portal.

Where you find them

Open the tenant → Ledger tab → Invoice & statement. The dialog has three tabs:

• Invoice — pick a Month, then Preview invoice to open the PDF (with a download button). To send it, use Email this invoice: tick Accounts payable and/or Resident, add an optional note, and click Send invoice. The PDF goes out as an attachment from your branded sender, with a Pay online button when there's a balance and you take payments online.
• Statement — pick From and To dates, then Preview statement. Statements are download-only; there's no email button for them.
• Bill to — billing details for a company-paid stay (below).

Nothing is stored: each document is generated from the ledger when you open it, so it always shows the current numbers.

What an invoice shows

• Your logo, business name and contact details, and the Bill to party.
• An Invoice no. that is stable per resident and month (for example INV-202610-…), so re-downloading or re-sending a month never creates a second number for the same rent.
• The stay: property, dates and occupants.
• Balance forward (anything still unpaid from earlier months), Charges for the month (with a proration note on a partial month, such as "14 of 31 nights × $3,100.00/mo"), and the Payments & credits applied.
• Amount due with its due date, "Due upon receipt", or a PAID stamp. A credit balance prints as "Credit on account".
• How to pay — your portal's payments link if you take payments online, otherwise "Contact [your company] for payment instructions", plus a request to reference the invoice number and PO.

The amount due on the newest invoice is the same number as Due now everywhere else in Nexxus (how it's computed). An older month's invoice, downloaded again later, shows what is still open of that month's own charges today: a credit or a void posted since lowers it.

Only posted charges appear. Next month's rent is on an invoice once it posts, which happens your Charge posting lead time (days) before its due date (Settings → Company Settings). If an accounts-payable team needs invoices earlier, raise the lead time.

The month picker lists the months that have posted charges, newest first. The newest is the default — and because unpaid balances carry forward, it's always the complete "what do we owe" document.

Statements

A statement lists every charge, payment and credit in the date range with a running balance, from an Opening balance to a Closing balance. Use it for a resident who wants their history, an insurer reconciling a claim, or a move-out accounting.

Company-paid stays

For corporate housing, insurance placements and other stays someone else pays for, fill in the Bill to tab: Company, Attention, PO / reference, Accounts-payable email and Billing address (blank uses the resident's address), then Save billing details. From then on every invoice and statement for that resident prints the company as the bill-to party (with "Resident: [name]" under it) and shows the PO number, and invoice emails can go straight to the AP inbox. Leave the tab blank to bill the resident.

Only your team can edit billing details; residents can't change them from the portal.

What residents see

On the portal's Payments page, the Invoices & statements card has an Invoice for month picker with View invoice, and a Statement date range with View statement. They are the same PDFs you generate — same number, same amounts. The card appears once the resident has posted charges. On a shared lease, each roommate's invoice covers the shared lease, and its amount due matches their Pay button.

Good to know

• Emailing needs Resident & owner emails turned on (Settings → Team). When it's off, Send invoice tells you instead of sending.
• Nexxus doesn't keep a list of invoices you've emailed — the email itself is the record.