Help · Property

Rent runs in SwiftlyBooks

Each due day's rent invoices together: what has gone out, what comes next, and the drafts to approve.

Approve a run

Find the due day: its invoices are drafted at 06:00 that morning, one for each lease with charges due.
To check them first, press the number of invoices beside the day, then open each one.
Press Approve them beside the day. Each is numbered and emailed to its tenant.
Rent days too old for a run to make, after a long lapse, show under Missed. Press Invoice them, or Not owed.
In Zimbabwe:Your own rent invoices are signed with ZIMRA as they are approved. A landlord's are not.
In Zambia:Your own rent invoices go to ZRA's Smart Invoice as they are approved. A landlord's do not.

Held: each lease held before its runs, and until when.
Not invoiced: a lease a run could not invoice, and why, such as a closed month.
A late-payment charge, drafted after a lease's grace days, to Approve or Waive.
Tenants with no email address, in amber: their invoices are approved but not emailed.

A landlord's rent is invoiced in their name, without VAT, even when they are registered for VAT: they issue their own tax invoices.
Empty units and ended leases are left out. A lease starting mid-month is charged for its days.
In Zambia:To invoice early, set Days before the due day to invoice in Settings → Property management. The invoice carries the earlier date.

The same help is in the app: press the ? at the top of any page.