General settings
Company details, invoicing rules, approval behaviour and the channels notices are sent through.
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1. Company details
Go to Settings → General settings. Your legal name, address, tax identifier and logo appear on invoices, leases and every generated document.
Correct these before the first document goes out. Re-issuing fifty invoices because the tax number was wrong is avoidable work.
2. Invoicing rules
| 項目 | 必須 | 説明 |
|---|---|---|
| Due date rule | 必須 | A fixed day of the month, the lease's own payment day, or N days after issue. |
| Automatic invoice approval | 任意 | When on, generated invoices are issued without review. |
| Invoice types requiring approval | 任意 | Restricts automatic approval to routine types, leaving termination invoices for review. |
| Automatic meter reading approval | 任意 | When off, readings stay pending until approved. Turn it off when staff collect readings on site. |
| Use coefficients on invoices | 任意 | Shows the coefficient column on invoice lines. |
| Per-lease payment day | 任意 | Allows each lease to carry its own billing day, 1–31. |
Changing the due date rule affects invoices generated from then on, not ones already issued. Change it at a cycle boundary or the month contains two conventions.
3. Sending channels
Configure the address invoices and notices are sent from, and the reminder schedule.
Send from your own domain rather than a generic address. It is the single biggest factor in whether tenants treat the invoice as legitimate.
Where electronic invoicing is required, connect the provider here so issuing happens from Leasemble and the legal document is stored with the invoice.
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