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Tenant Invoicing Setup

This guide explains how to configure tenant invoicing so invoices show the correct remit-to address, payment options, minimum payment rules, and billing/landlord details. It walks you from finding a tenant to opening Invoicing Setup and choosing preferred checkboxes and dropdowns. Follow it to ensure invoices are accurate, payments go to the right place, and billing requirements are enforced.

Navigating to Invoicing Setup

1. From the navigation menu, select Tenants.

2. Locate the tenant.

NOTE: You can locate the Tenant quickly by searching for it.

3. Select the tenant's three dot menu > Select Accounting > Select Invoicing Setup.

How to Setup Invoicing

4. Select the preferred checkbox(es).

5. Select the Show Remit Payment to: on invoice checkbox.

6. You can enterFor the Remit Payment toaddress address, or select Use Management Company Physical Address.

Tip: For the Management Company's physical address to automatically fill in:

  • The remit payment address must be entered on the tenant's addresses tab.

For the Management Company's physical address to automatically fill in:

  • The physical address must be entered on the company's addresses tab.
  • The management company should be set on the Property tab.

7.6. Select Payment Options > Select from the dropdown menu.

8.7. Select Minimum Payment to add a minimum payment requirement.

9.8. Complete the Billing Details and Landlord & Schedule information.

10.9. Select Save.