Expenses & Finances
Creating and sending invoices
Generate professional invoices for tenants, contractors, or service charges.
Creating an invoice
From the Finances tab, tap Create invoice. Select the recipient (tenant, contractor, or custom), add line items with descriptions and amounts, and set the due date.
Sending invoices
Invoices are sent via email as a branded PDF with your details, the recipient's details, line items, and payment instructions. Tenants can view the invoice online via a secure link.
Tracking payment
Invoices show as outstanding until you mark them as paid. Automatic Open Banking matching is not live; use manual updates or a reviewed CSV import.
Use cases
Common uses include: invoicing tenants for damage beyond fair wear and tear, billing for utilities in HMOs, charging for replacement keys, or invoicing other landlords if you manage properties on their behalf.
Related articles
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Log expenses, assign categories, and attach receipts for tax-ready records.
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Giving your accountant access
Invite an accountant with finance-scoped access so they can maintain records and prepare reports.
Reviewing assisted receipt extraction
Where extraction is configured, capture a readable receipt and verify every proposed field before saving.
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