The Rent & Outgoings page of the Tenancy file contains the templates. The Rent Template sets the amounts and frequency of billing for the tenants rent and other regular charges, such as outgoings that need to be included on the same invoice.
Outgoings can also be set up as separate templates, for separate invoices. More than one Outgoings template can be active at the same time, and they can be scheduled to end at a date in the future. Once an Outgoings template has been added to a tenancy it can be updated by using the budget approval process.
Outgoings templates need to be added after loading a Tenancy, access the Rent & Outgoings Templates by opening a tenant, and selecting Rent & Outgoings on the left menu. Click 'New Outgoings' to add a template:
Each outgoings template contains the frequency, which combined with the start date sets all future invoice dates.
It is optional to add an end date, this is when the template will stop raising invoices.
Billing can be in advance or arrears.
The option to select a PDF template does not apply to Xero users.