Step 1
Find the maintenance task in your Action Centre.
Step 2
Add a bill to the maintenance job.
Step 3
Select the tax category and the payment information. Under the 'To' dropdown, search for the tradie.
Step 4
You can upload the invoice from the tradie too. Simply drag and drop the PDF or browse for the file on your computer.
Step 5
When all the information is correct, click Save and then Send and if you want to process immediately, you can click Pay Bill.
REMEMBER: If the Owner or Tenant is following the bill, they will receive a notification automatically plus be able to access the bill information and view the PDF. It will also appear on the property's Transactions Tab as an upcoming payment and update the property's financial stats.
Step 6
If the invoice is being paid by an owner or the agency, you can click Pay Now from the task screen or from the transaction list on their behalf. This will take you to an approval screen to finalise the payment.
If you have invoiced the tenant, they will be prompted to pay via their profile.
and that's it! once successfully paid, the task will update to completed and the transaction will appear on all reports and financials. The payor will receive an automated payment receipt and the tradie will receive an automated remittance.
Other helpful articles: How to pay a biller, Understanding the transactions tab, the Smart Wallet,