Income invoices in Re-Leased are used to charge tenants for non-rent items such as outgoings, management fees, or other recoverable costs. You can create a single invoice or set up a repeating template for regular charges.
How to Create a New Income Invoice
There are two ways to start:
Click Add [+] in the main navigation bar and select New Income Invoice.
Navigate to Income & Expenses and select New Income Invoice from the dropdown.
Completing the Invoice
Select the related property, tenancy, and PDF template.
In the To field, confirm the legal entity of the lease (accounts contact).
Set the Issue Date, Due Date, and optionally a Reference.
Set the Service Date if required. This determines the budget period for invoice allocation. If left blank, the due date is used. Service Date is enabled by default in company settings.
Enter the description, unit price, chart of accounts code, and tax type for each line item. Click Add Line to include multiple items.
Attach any relevant documents — these are sent to the tenant with their invoice.
Choose to save as Draft, Submit for Approval, Save & Approve, or Save, Approve & Email.
When raising an invoice from the tenancy invoices area, some fields will be pre-filled automatically.
How to Create a Repeating Income Invoice
Navigate to Income & Expenses > Repeating Income.
Click New Repeating Income Invoice.
Set the frequency (daily, weekly, monthly, or yearly), the start date, due date, and invoice status.
Select the related property and tenancy if applicable. Assign the creditor and enter a reference if needed. If a property is linked, you can use default ledgers from the Property's Ledger settings.
Enter the description, amount, and chart of accounts code. Attach a PDF for reference if needed — this will not be attached to the generated invoices.
Note: Repeating invoices set to Approved status can be automatically emailed to the tenancy on generation.
File Attachment Settings for Repeating Invoices
Navigate to Company Settings > Invoicing > Repeating Invoices.
Choose your preference:
Should also be attached to the invoice — template attachments are included on each generated invoice.
Should not be attached to the invoice — template attachments are excluded from generated invoices.
This article uses "Tax" as a consistent term across regions. For region-specific terminology including GST and VAT, see our Glossary of Regional Terminology.