Billing autopilot: the month's invoices on their own

Billing autopilot is off for every space until a Super Admin switches it on. Open Organization → Billing autopilot on the website (it isn't in the phone app).

Choose how it works

• Off: nothing happens by itself. You send invoices from Books & Invoices, as today.
• Prepare for my review: on the day, every tenant's invoice is prepared and you get an email. Nothing reaches a tenant until you press Send all. A good choice for your first months.
• Send automatically: on the day, the invoices go out by themselves and you get an email of what was sent.

1. Pick Prepare for my review or Send automatically.
2. Choose the Day of the month: the 1st to the 5th. It runs at 9 am that day.
3. Under Send by, tick Email, WhatsApp or both. Tenants get the same message as when you send from Books: the PDF invoice and a Pay Now link.
4. Press Save.

Automatic payment reminders

Tick Automatic payment reminders to nudge tenants who haven't paid. You can untick any of the four:

• 3 days before the due date (the 5th)
• On the due date
• 3 days after
• 7 days after

Reminders go only to tenants who still owe money, and each one goes once. They use the same channels you ticked above.

Review and send the month

Below the settings is the month's list: each tenant, cabin, amount and status (Waiting, Sent, Needs attention or Left out).

1. Not ready yet? Press Prepare this month now to make the list early. Nothing is sent.
2. Check the amounts. Press Leave out on anyone you don't want to bill this month.
3. Press Send on one tenant, or Send all for everyone waiting.
4. A row that says Needs attention shows the reason under it, for example a missing phone number. Fix it and press Send again.