Intro
There are two types of payments 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 or using our bulk invoicing tool, Billie.
Billie allows the customer accounts team to bulk import and efficiently add bills from PDFs.
Bills like water rates, council rates, insurance etc., are more efficiently added by following the below steps.
Step 1
From the side navigation bar, select Billie.
Step 2
You can either drag & drop the pdf invoice or upload the invoices in bulk into Billie.
Step 3
Click on the individual PDF's and you will see them open on the screen.
Step 4
Begin filling out the below details associated with the invoice. Once completed, click Save
Property Address, Assign Task to, Tax Category, Title, Description, Due Date, Action Date, Task Followers, Who is paying, How much, To, Collects GST, Payment reference, Schedule for automatic payment
Please note: for the bill to be automatically scheduled for payment please ensure to tick the box. If the box is not ticked, the bill will be entered in draft status against the property for you to schedule later.
Step 5
Once you have clicked Save, you simply need to click the next PDF to enter details.
💡Billie also automatically begins recognising bills entered against the property. It will provide a prefill suggestion based on the previous bill entered to save time!
Begin using Billie to get through your tasks faster 🙌