Preview, finalize and close a period

Check the preview

While a period is open or in review, 5. Invoices shows an Invoice preview. Nothing is saved or sent yet.

• Reconciliation compares expenses entered with what is billed to units. "Matches to the cent" is what you want.
• Things to check before finalizing lists missing readings or prices, readings lower than before, units without area or share, and similar issues.
• Open any unit to see each line and how it was calculated.

What blocks finalizing

• The period isn't In review yet. Press Send to review first.
• Resident readings are still waiting for review.
• An expense is waiting for board approval, or the board rejected one. Remove rejected expenses first.

Finalize

1. 1Step 1: On the period's Overview, press Finalize & issue invoices and confirm.
2. 2Step 2: Kelvo Nest issues invoices in batches. The progress bar shows Units invoiced.
3. 3Step 3: Each unit with at least one line gets an invoice, numbered like 2026-10-0001. The due date is the period's payment deadline.
4. 4Step 4: Any credit a unit has from an earlier overpayment is applied automatically.

Close

When you're done with the month, press Close period. Closing archives the period; payments against its invoices still work as normal.