How do I edit or hide entries from a landlord invoice in agentOS?
You cannot edit an invoice once it has been created. However, before creating an invoice you can use the Create Invoice screen to hide specific entries by creating a dummy invoice — this clears the unwanted items without sending them to the landlord, leaving the remaining entries for the next real invoice run.
Sometimes, following adjustments or reversals, you may need to clear certain movements from an invoice before it generates and is sent via the postbag. agentOS allows you to do this by creating a dummy invoice that removes the entries you do not want the landlord to see, whilst leaving the remaining items in place for the next invoice.
⚠️ Important: Once a real invoice has been created in agentOS, it cannot be adjusted. If you need to make changes, you must act before the invoice is generated.
Creating a dummy invoice to hide entries
- Open the relevant person's profile in agentOS.
- Click Actions in the top right and select Create Invoice from the dropdown menu.
- The Create Invoice screen displays all items due to appear on the next invoice.
- Before doing anything else, untick the Send Invoices to Postbag toggle — set it to No. This prevents the dummy invoice from being sent to the landlord by accident.
- Tick the box to the left of each entry you wish to hide.
- Click Create Invoice in the bottom right.
The selected entries will be cleared from the invoice queue. The remaining unticked entries will stay in place and appear on the next invoice you create for that person.
If you need further assistance, contact support at support@agentos.com.