Suppose there are issues with the condition of the apartment that you are renting (such as common issues inside the unit, plumbing problems, no or low heat, a broken window) or the common areas of the property you are managing. In that case, your tenant can create a service request inside their tenant portal or you can create a service request. The system allows you to communicate with the vendors to relay the issue that your tenants are having.

Follow the steps below to create a bill or invoice from a service request:

• CREATE BILL
• Go to Tenant Management > Service Request.
• Click Details > More Action > Create Bill.
• Select the Vendor that you need to pay
• Add Item Name, select Category, type in the Price of the service, and add Tax (optional)
• Once done, click ‘Submit.’
• Before you can pay the bill, make sure to Approve it. Once you approved the bill, you can now click Pay Bill and record payment.
• CREATE INVOICE
• Go to Tenant Management > Service Request.
• Click Details > More Action > Create Invoice
• Choose who will pay this invoice. Is it the Owner or the Tenant.
• In this example, we are using Owner,
• Choose the Owner, Add the Item Name, select the Category, type in the Price of the service, and add Tax (optional)
• For this, you have the option to choose if this invoice would be: Auto adjust from owner payout, Do not adjust, Owner will pay or don’t select anything and proceed.
• Auto adjustment from owner payout means the system will verify and log a payment as an adjustment if there is enough recorded income to cover the amount in this invoice within this monthly cycle.
• Do not adjust, Owner will pay means this amount will be paid by the owner separately. This option will allow you to collect the overpayment amount from the owner.
• Once done, click ‘Submit.’
• You will now be redirected to the Invoice Details. Make sure to Approve the invoice.
• Click Adjust Payment and Record Payment