Introduction

LoftyWorks provides a built-in tool that allows you to manage the bills and expenses that relate to the properties you work with. Bills can be created, and payments can be processed, directly within LoftyWorks, saving you time and effort. Bills are any expenses that you are responsible for paying. Before you can create a bill, you must add the vendor as a contact. (See: Adding a Contact)

Bills can include, but are not limited to:

• Maintenance Payments
• Landscaping Services
• Cleaning Services
• Legal Fees

In this Help Center article, we will cover the different ways you can create one-off and recurring bills in LoftyWorks. 

Summary

• Create Via Quick Add
• Create Via Accounting
• Create Via Property
• Bill Page Walkthrough
• Process your Payment

Create Via Quick Add

The quick add button, located to the right of the search bar, is visible no matter where you are in LoftyWorks.

Create Via Accounting

If you are starting in the Accounting section, navigate to the Bills tab, then click + Create Bill

Create Via Property

Go to the Property > Activity > + Add Activity and select + Add Bill

Bill Page Walkthrough

The next screen that pops up will ask you to select a contact to create the Bill. The contact is the vendor the bill will be paid to. 

Once you have selected your vendor, you will be taken to the bill creation screen. 

• Bill Selection: whether this is a one-off or recurring bill
• Invoice Date: The date the bill is delivered
• Due Date: The date payment will be processed
• Category: The expense category related to this bill
• Property: The property associated with this bill
• Memo: What the receiver sees for payment reason
• Amount: Amount to be paid

You can also add a note or attach a file to a bill. Once you are finished, click SAVE. 

When you are ready to pay off the bill you have raised, check out our Payouts in LoftyWorks article.

Questions?

Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com.