Begin with the rental.
A billing record is easier to understand when it has a lease behind it. The rental provides the unit, the customer and the schedule that gives each invoice context.
Set up the recurring work.
Proration handles the first partial period. Regular invoices follow the billing schedule, and enrolled customers can use autopay. Make the amount, due date and payment arrangement clear to the customer.
Keep the exception visible.
Some payments need attention. A declined charge or overdue balance should lead the team back to the account and the relevant records. Collection rules organize the next steps you configure.
Treat collection rules carefully.
Late fees, notices and overlocks are operational steps with legal implications. Configure your process with appropriate advice for your location. Software records and schedules support that process; they do not replace your responsibility for applicable requirements.
Close the loop.
Receipts, transaction ledgers, cash-drawer records and aging reports give you different views of the same work. Use the overview to find the question, then follow the underlying record to answer it.
See how the daily work connects in Jagger.
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