Add charges to invoices

After a cycle's invoices are created, you can add one-off charges to them — a water bill, a repair the tenant is responsible for, a key replacement. You can add a charge to a single invoice, or split one charge across every tenant in a property.

Add a charge to one invoice

1. In Invoicing, click the invoice to open it in the preview panel.

2. At the bottom of the panel, click Charges, then Add charge. You can also click + at the right of the charges table heading.

   

3. Enter the Charge amount.

4. Choose a Category (required). Type to search the list.

5. Optionally enter a Description — this is the text the tenant sees on the invoice — and Notes.

6. Click Save.

The charge is added to the invoice and its total updates.

Add a charge to every tenant in a property

Use this to bill a shared cost, such as a building's water bill, to all of a property's tenants in one step.

1. In Invoicing, click ⋮ on the property's header row and choose Add Charge(s).
2. Choose the Category and enter a Description. Both are required. Add Notes if you like.
3. Choose how to set each tenant's amount:
   • Enter manually — type an Amount for each tenant.
   • Distribute by share — enter a Total, and UnitConnect splits it by each tenant's Share %. You can adjust the share percentages in the table. The Total row shows the share percentages added up and the total amount.
4. Check the line at the bottom, for example 5 of 6 tenants will be charged. Tenants with no amount are skipped.
5. Click Add Charges.

When it finishes, the dialog tells you how many invoices were charged and why any could not be. Click Done to close it.

Change or remove charges

1. Open the invoice.
2. Tick the checkbox next to one or more charges, or click a charge to select it.
3. Click Charges, then:
   • Modify charge (or Modify charges for several) to change the amount, category or description, then click Save. When you modify several charges at once, you edit them all in one form and can click the revert icon next to a charge to undo your changes to it.
   • Delete charge (or Delete charges), then confirm. The charges are deleted and their ledger entries reversed. This can't be undone.

You can also click ⋮ at the end of a charge row, or right-click it, for Modify charge, Pay charge, Apply credit and Delete charge.