Services

The chargeable lines on an invoice: creating them, the required fields, types, tax and tiered pricing.

Before you start

  • Decide which buildings the service applies to — it is a required field.
  • For banded electricity or water, create the usage tiers first so you can attach them here.

1. Create a service

  1. Open the form

    Go to Properties → Services and press (+).

  2. Fill in the fields

    項目必須説明
    Name必須Maximum 255 characters. This is the text the tenant sees on the invoice line.
    Category必須Groups the service for reporting.
    Type必須Determines how the amount is calculated — see the table below.
    Tax type必須Whether and how VAT applies to this service.
    Buildings必須Which buildings can charge this service. At least one.
    Price必須Unit price. Must be zero or more.
    Unit任意kWh, m³, month, person — shown on the invoice line.
    Usage tiers任意For banded pricing. See Usage tiers.
    Description任意Internal note.
  3. Save

    The service becomes available to leases in the selected buildings.

2. Service types

TypeAmount calculated fromNeeds
FixedA set amount per cycleNothing else
MeteredNew index − previous indexA meter on the room and a reading each cycle
Per personNumber of occupants on the leaseOccupants recorded on the lease
One-offEntered when it happensAdded manually to an invoice

A metered service cannot be invoiced without a reading for the period. Enter readings before generating the cycle — see Meter readings.

3. Defaults and per-lease overrides

Define a service once, then let leases inherit it. A lease can override the price for one tenant without touching the default.

Ending a service on a lease stops future charges only. If a service was billed after it should have stopped, correct it with an adjustment line on the next invoice rather than editing issued invoices.

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