There are two types of payment within Managed App, Bills, and Rent. Rent is added by adding and activating a lease. Bills are created by the agency by adding a task and creating an invoice.

Some Bills are created automatically for you, like Admin Fees. Other Bills can be created during lease activation, like Letting Fees. For other Bills, you can add these by creating a task and adding the relevant information.

Remember, do not create new tasks to pay tradies - you can add a payment to the existing maintenance workflow.

Select the property from the search base, then click Add a Bill

Enter all the required information including what its for, who is paying the funds, who is receiving the funds, and the Due Date - this is the date it's due but also the auto payment day if the user paying the bill has automatic payments enabled.

Remember to add the payor (the person or user paying the bill) as a follower.

The payee can be the owner, the tenant, a tradie, another creditor (service provider) or any biller that accepts BPAY. A service provider needs to be configured by support, however BPAY billers can just be entered. You can also send money from one user to another by using their unique BPAY details found in their profile.

To enter a Recurring Bill follow these steps: How to enter a Recurring Bill

Attach any relevant documents to the task - these will be visible when the user receives the bill notification then click Save.

Check the details on the summary screen before clicking Schedule to finalise and queue the invoice for payment. This will also notify any followers that the bill has been created.