Manual invoicing works until you manage more than a handful of units. These five invoice types are the highest-leverage automations for growing portfolios.
1. Monthly rent
Schedule rent invoices to generate and send on the same day each month, with pro-rata rules for mid-month move-ins.
2. Late payment fees
Apply fees automatically when grace periods expire, with clear descriptions tenants can see on their statement.
3. Service charges and CAM
Quarterly reconciliations are easier when base templates exist and adjustments post as separate line items.
4. Utility recharges
Attach meter readings or allocation formulas so tenants understand variable amounts without calling the office.
5. Deposit and renewal invoices
Trigger deposit top-ups or renewal premiums from lease events so nothing is forgotten at handover.