Property management invoice

Preparation guide

Organize visits around the serviced assets and job records, distinguishing recurring work from additional interventions.

Deliverables and line items

Rental property rounds, Tenant request handling, Management activity report: record the quantities actually supplied and the service period.

Assets and visits

Record the asset or area, visit dates, visit count and access arrangements.

Labor and materials used

Separate labor hours, quantities of parts or consumables, and work outside the recurring scope.

Scope to agree

Separate properties and reporting periods, site rounds, resolved tenant-request references and subcontractor costs.

• Match extra parts and return-visit charges to approved work.
• Record the initial condition and the post-service checks.
• Match completed work to the order or approval record, and confirm the payment due date and amounts already received.

1. Confirm scope and quantities

   Example: reconcile the approval and work record for "Rental property rounds" to establish the quantity for this invoice.

2. Record delivery and acceptance

   Check completion for every line, including "Management activity report". Deliver the service record, materials used, unresolved issues and the agreed next visit date.

3. Send the billing record

   Send the final charges, delivery reference and due date to the customer, then reconcile payment against the invoice number.

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