How do I create recurring charges to my tenants?

You can create a recurring invoice during the Move In process or create it manually at any time.

To create a recurring invoicing, open the "Accounting" page and "Invoices" sub-page by selecting it on the left-side menu on your dashboard, click on the "Money In" button, and select the "Income invoice" option from the drop-down menu.

Please note! 
It is possible to create recurring invoices for both income and expense.

Fill in all of the required information like income type, Category/ Sub-Category, Due On, Amount, Payer/Payee, and Lease. Then press the "Create" button:

Or you can mark the invoice as paid if needed and confirm the action by providing the necessary information:

Then open this invoice and select  "Make Recurring" from the Actions (three-dots) menu. Select the start/end date, and the frequency from the drop-down list. Then press the "Create" button:

The system will keep posting the recurring invoices based on the schedule you have specified. 

Please note! 
If you want to edit the recurring invoicing schedule or amount, you need to stop the current recurring invoicing and create a new one with the updated information.
 

 

Last updated:
Jul. 16, 2024