There are some charges property managers want — or in some cases, don't want — their owners to see on shared reports. We provide the option to create invoices for your tenant and make them visible/invisible to the owner. This means that it will or will not be included in certain reports.
To use this option, open the Revenues page from the Financials left-side menu and click on Income Invoice from the Money In tab.
Select the Category/Sub-Category of Tenant charges & fees, choose a payer and lease, and fill out the rest of the information. Below the "Tenant charges & fees" category, you can enable the toggle button "Visible to owner", so that the invoice will be visible to your owner, or disable this button so that your owner will not see the posted invoice.
Click "Create invoice" if you would like to receive the payment:
Or "Mark as paid" if the invoice has already been paid outside the system. Confirm the action by providing the necessary information:
You can also update this toggle-button while editing such invoices. The following link might be useful:
How do I edit an invoice?
To configure recurring invoices, navigate to the Recurring tab in Revenue page. Then, click the +Money In button and choose Recurring income. After selecting the Tenant charges & fees category, the Visible to owner toggle will appear. Remember to click Create to save your changes.
To change the visibility settings for the automatic late fee invoices, go to the Settings -> Invoices & Late Fee from the Accounting settings section.
Put a checkmark in the respective section if you would like to not include the late fee transactions in the reports that are visible to the Owners of the related properties. Press "Update" to save the changes.
