How do I invoice Tenant and pay ServicePro for maintenance request?

 

The software makes it easy to create a new invoice on a maintenance request so that you can track any income or expense associated with a specific request.

Please note! 
In order to create an invoice on a maintenance request, the Landlord should be connected with the Tenant and the ServicePro assigned to the maintenance request. Sharing must be enabled.

To create an invoice on a maintenance request,  go to the "Maintenance Requests" section from the left-side menu of your Dashboard. Find the maintenance request and click on the "View" link:

Scroll down to the "Transactions" section. There you can create an expense invoice to pay your ServicePro or add an income invoice to charge the Tenant on the request.

Example:
If you want to create an expense invoice for a ServicePro, click on the "-Money out" button and fill in the necessary information. To invoice a tenant, click "+Money in".

If the ServicePro has not set up the online payment option, click on the "Mark as Paid" and the "Create Invoice" button. If a ServicePro has set up the online payment option, you can click on the ''Pay online'' button. 

 

 

Last updated:
Mar. 22, 2024