Attachment option when raising invoices to tenants

  • Attachment option when raising invoices to tenants

    Posted by on 25 June 2021 at 11:47 am

    Is it possible to add an option to attach documentation to invoices ? We send out invoices for reimbursement of water, power etc to tenants and we normally send a copy of the actual account for transparency so the tenant know he is only paying what he is entitled to pay and we haven’t padded our invoice. At the moment this means that I have to raise the invoice and either send it and then follow up with the actual account in a separate email or download and save the invoice and then attach to an email both the invoice and the account.

    Emma replied 1 year, 8 months ago 3 Members · 3 Replies
  • 3 Replies
  • Emma

    14 July 2021 at 12:51 pm

    Hey Linda! Have you tried going through the oncharging of water process? That will then include the invoice you’ve raised for the owner and email it to the tenant when creating the invoice. You can also redact any private information on the invoice if you don’t want the tenant to see 😊

    • Megan

      7 September 2021 at 4:49 pm

      Hi Emma, What about if you don’t want to pay the invoice for the owner and they are just supplying you with a copy to charge the tenant?

      • Emma

        15 September 2021 at 9:54 am

        Hey Megan! If you select the Browse button when creating the invoice you can then attach any relative documents for the tenant invoice