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  1. Table of contents
  2. Create a recurring expense
  3. Modify a recurring payment

Recurring expense management

Create a recurring expense

You have the option to create a recurring payment from the “Finances” section by selecting “Add an Expense”. Choose the type of payment, the frequency of recurrence, as well as the start and end dates, then click on “Save”.

The creation of a recurring expense has several advantages, including:

  • Automated management: It allows for the automation of tracking regular expenses, such as monthly or annual bills, thus avoiding the need to manually enter this information each time.
  • Time saving: By setting up a recurring expense, you save time by not having to enter the same payment information repeatedly.

Modify a recurring payment

To make changes to a recurring payment, whether it’s the amount or the details, access the last payment generated and make the necessary changes, then click on “Save”. These modifications will apply to all future payments.

Please note that payments already generated must be modified manually, one by one.

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Create an invoice

To create an invoice, go to the “Finance” section and click “Add revenue”. For each invoice, you can enter the property, the type, the date, the payer, the amount and the VAT amount, plus the tenancy agreement, the number, a description and the associated documents, and enable the “Invoice” option to produce an accounting invoice.

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Bill an expense to your tenant

There are three solutions that allow for efficient management of expenses billed to the tenant and the production of receipts for recoverable amounts: recover with the tenant’s service charges reconciliation, include with a rent or bill separately. Recover a charge via the service charges reconciliation If you wish to recover an expense (which is part

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