USER WORKFLOW
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Employee Workflow
Property Manager

Billing

8min

The Billing module is an important feature for property managers, enabling them to track rent collections, overdue invoices, and tenant payment histories. This section not only handles invoice generation but also offers features like status tracking, regenerating invoices, and downloading invoices as PDFs.

Accessing The Billing Section

The process begins by accessing the Billing page inside the Accounting module.

  • On the left sidebar menu, the property manager selects Accounting.
  • Under the Accounting section, there are further options like Billing, Utilities, and Payments.
  • Clicking on Billing opens the Rental Invoice Status page.
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Rental Invoice Status Page

The Rental Invoice Status Page lists all units' corresponding tenants and billing information. This table contains:

Column Name

Description

Tenant Name

Full name of the current tenant occupying the unit

Lease Unit

The exact rental unit leased by the tenant

Billing Period

The start and end dates of the current billing cycle

Bill Days

Number of days the tenant is billed for in the cycle

Billing Type

Prepaid (before service) or Postpaid (after service)

Status

Indicates if the invoice is generated or not

Invoice

Displays a PDF link if the invoice is already generated

Actions

Shows either "Generate Invoice" or "Invoice Generated"

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Generating An Invoice

When the billing cycle is ready to process, the system shows a "Generate Invoice" button in the Actions column for all tenants whose invoices have not yet been created.

  • The manager clicks on "Generate Invoice".
  • The system automatically compiles data like:
    • Tenant Name
    • Property Details
    • Lease Unit Details
    • Billing Period
    • Charges (Rent, Maintenance, Tax, Utilities, etc.)
  • After compiling, the system generates a PDF invoice.
  • A Success Message pops up confirming the invoice is generated.
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Regenerating An Invoice

The status instantly updates from Not Generated to Generated, ensuring real-time tracking. But sometimes, an invoice might need to be updated if:

  • There was an error in data entry.
  • A new charge needs to be added.
  • A discount was missed.

For such cases, the "Regenerate Invoice" button is available at the top right corner of the Rental Invoice Status page.

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Downloading & Viewing Invoices

For each generated invoice, the Invoice Column displays a PDF Icon.

  • Clicking the PDF icon opens the tenant invoice in a new tab.
  • Managers can review it or download the file for record-keeping.
  • These PDF invoices are also ready for sharing via email with tenants.
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Invoice Structure & Details

The generated invoice itself contains financial and legal details. Each invoice includes:

Field

Description

Tenant Name

Full name of the tenant

Tenant Contact

Email and phone number

Property Name

The property the unit belongs to

Rental Unit Name

The exact rented unit

Billing Period

Dates covering the bill

Rent Amount

Monthly rent agreed upon

Taxes

Any applicable taxes like GST

Additional Charges

Utility charges, maintenance, etc.

Total Due

Final payable amount

QR Code

QR code for easy payment

Authorized Signature

Digital signature of the organization