/charges ·
Admin → Recurring Charges → /lease/charges
A recurring charge is a rule on a lease: bill this service type, at this amount, on this
schedule. The recurring-invoice run turns those rules into real invoices each cycle. This is where
most of a property’s revenue actually comes from — hand-typed invoices are the exception.
The two surfaces
Anatomy of a recurring charge
Creating recurring charges
1
Open the lease
Recurring charges are usually created as part of lease setup — rent first, then the standing
charges.
2
Add a charge per service type
One charge per billable thing. Do not roll rent, service charge and garbage into a single
“rent” line: it destroys your revenue analysis and your arrears diagnosis.
3
Review the phase preview
The editor previews the phases the charge will generate — what will bill, and when. Read it
before saving; it is far cheaper than reversing a bad run.
4
Save
The charge is now part of the lease’s billing profile.
Generation
Each cycle, the generation run creates invoices from active charges whose schedule falls due. Generated invoices behave exactly like hand-created ones — they can be edited before issue, sent, allocated, adjusted and posted. The run is a scheduled job. Like every scheduled job on the platform it is individually switchable and defaults to off outside production, so a non-production environment cannot write real bills.Recurring invoice status
Each recurring charge tracks its own generation status, so you can see at a glance which charges are live, which are paused, and which have run out (past end date).Changing a charge
Importing recurring charges
Recurring invoices can be imported in bulk through Admin → Bulk Upload with the Recurring Invoices type — useful when onboarding a portfolio. See Bulk upload.Checks before each run
1
New leases have charges
A lease created without recurring charges bills nothing and will look like a compliant tenant.
Filter leases with no active charge.
2
Ended leases have end dates
A charge with no end date keeps billing a vacated unit, creating arrears against nobody.
3
Escalations are due
Check the escalation projections for increases landing this cycle.
4
Service types map to accounts
A charge whose service type has no account mapping generates an invoice that cannot post.
After the run
- Review the generated invoices before sending — a spot check of five leases catches most configuration errors.
- Send in bulk from the invoices list.
- Watch the Delivery Tracker for failures.
- Reconcile the run total against expected billing for the branch.
Next steps
Charge escalation
Schedule increases instead of editing amounts by hand.
Invoices
What happens to a charge once it becomes a bill.