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Billables

Define reusable charge templates and apply them safely to lease workflows.

Billables define what you charge, when you charge it, and where it applies. Treat billable design as a controlled financial operation.

Billable design goals

Use these goals to protect consistency and traceability.

  1. Charge templates are reusable and clearly categorized.
  2. Effective dates and frequency are explicit and reviewable.
  3. Changes are versioned, not overwritten in-place, for active use cases.

Billable setup workflow

Run this procedure for every new charge template.

Create a descriptive billable name and category.
Define pricing logic and recurrence behavior explicitly.
Set effective start behavior before assignment.
Assign to controlled leases and validate expected outputs.

Billable types in practice

Use each type for its intended scenario.

Use for repeatable obligations such as rent or periodic service charges.

Use when charge amount depends on measured consumption or variable units.

Use for explicit, non-recurring adjustments with documented reason.

Change control requirements

These controls prevent accidental revenue drift.

Safe pricing changes

Do not edit active production templates in place. Create a new version, test on controlled records, and roll out with a documented effective date.

Next steps

  1. Attach templates in Leases.
  2. Validate issuance paths in Documents.
  3. Reconcile outcomes in Transactions.

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Tenant Portal

Invite tenants to the portal, onboard access, and manage tenant-facing workflows.

Documents

Create, issue, and track business documents with consistent lifecycle control.

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Billable design goalsBillable setup workflowBillable types in practiceChange control requirementsNext steps