Rent and Charges

Real-estate billing work happens across Billing Setups, Money, Charges, Payments, and Invoices.

Create or review billing setups

1. Open Settings in the real-estate workspace.
2. Open Billing Setups.
3. Search for an existing setup before adding a new one.
4. Use the add action to create a setup.
5. Enter the setup name, rent amount, due day, and any additional charge items shown by the form.
6. Save the setup.

Review finance activity

1. Open Money.
2. Start from Overview.
3. Use the action bar to jump into invoices, payments, charges, or record payment when available.
4. Use date and status filters on each list.

Work with charges

1. Open Money.
2. Select Charges.
3. Search by tenant, property, unit, or charge description.
4. Filter by charge status.
5. Open a charge to review description, tenant, property, unit, due date, status, and amount.
6. Use Adjust charge only when your role allows it.

Work with invoices

1. Open Invoices from the real-estate secondary navigation or from Money.
2. Search or filter the invoice list.
3. Open an invoice.
4. Review tenant, property, unit, previous balance, current charges, penalties, total amount, payments received, and balance due.
5. Use Send to Tenant or Record Payment when those actions are available.

Record a rent payment

1. Open Money.
2. Select Record Payment or open a tenant, lease, or invoice and choose Record Payment.
3. Confirm the tenant, unit, or invoice context is correct.
4. Enter the amount and payment method.
5. Add the reference or proof details requested by the form.
6. Save the payment.
7. Return to Payments and confirm the record appears.

Review payments

1. Open Money.
2. Select Payments.
3. Use date and status filters.
4. Open a payment record.
5. Review tenant, unit, amount, method, reference, and status.
6. Use receipt, approval, reallocation, or refund actions only when they are shown for your role.

Note

The app shows the financial records that exist for the selected date range and filters. If a charge, invoice, or payment is missing, clear filters first, then check the related tenant or lease record.