Invoices, automatic billing and recording payments

Automatic rent invoices

On the Landlord plan and above, switch on Invoice rent automatically in Settings. Every day Welodge creates the next rent invoice for each active lease and emails it to the tenant. Each rent period is invoiced once, so you never get duplicates.

In the same place, choose how many days before the rent is due the invoice is sent. The default is 5.

Making an invoice by hand

Open the lease and select Generate invoice. From the invoice you can Email to tenant, Print / PDF or edit it.

Where tenants pay

Tenants pay you directly, usually by bank transfer. Welodge prints the details you give it on every invoice. Add them under Settings, in Payment details on invoices. Without them an invoice says "Please contact us for payment details".

Each invoice has its own reference. Ask tenants to use it, because it lets bank statement import match the payment for you.

Recording a payment

1. Open the invoice and select Record payment.
2. Fill in Date received, Amount received and, if you like, a reference or note.
3. The balance updates. A part payment leaves the remainder outstanding, and the invoice is marked paid once the balance reaches zero.

Recorded a payment by mistake? Open the invoice and remove it from the list of payments.

Sending a statement

On a lease, Email statement sends the tenant a summary of what has been invoiced, what they have paid and what is outstanding.