1. Navigate to Tenant Billing Settings under Setup > Settings.
2. Select the Billable Services tab, then click the 'Create Billable Service' button.
5. Fill out all of the required fields including
Name: be sure to pick a naming convention that makes sense for your organization. The identifier will show up on your tenant invoices, most customers use an abbreviation.
Identifier
Fee Type (Metered Usage, Fee, Tax) - see further details on each below.
NOTE: All billable service rates can be modified within each invoice period if needed.
With each fee type, you have a few options to choose from:
Metered Usage: When creating a Metered Usage billable service, if you wish to automatically pull utility bills to determine your rate through each invoice period, select the utility company and account number from the drop-down at the bottom-center of the page. Note: You are only able to pull in 1 Utility Account per billable service.
When setting a rate, this can be used as a placeholder or you can set a default rate if you wish.
Fee: When creating a Fee billable service, you have a few options:
Per Tenant - A flat fee for each tenant with the fee.
Per Meter - A flat fee for each meter a tenant has associated with them.
Per Sq. Ft - A fee for square footage a tenant occupies. In order for this to be calculated correctly, you need to enter the square footage of the space in each Tenant profile.
% of Total Usage Cost - A fee based on the amount of metered usage a tenant consumes in a billing period.
Tax: Select a tax rate to charge each tenant based on the total charge.
Note: If you are pulling a metered usage rate from a utility bill, the tax may also be incorporated in that blended rate.
Click save to add this service, and repeat for any other services you may have: CAM charges, meter fees, tenant fees, taxes, etc.
Now to associate that fee with a tenant…
6. Navigate to Tenants under Setup > Properties.
7. Select a Tenant
8. Click the three dots at the top-right and select Add Charge
9. Click the drop-down arrow to select between the charges you’ve already created in Tenant Billing Settings. Once selected, click Save. You can add/delete as many charges as you want to a tenant and update at any point.
10. Repeat this process for every tenant you wish to apply this billable service to.