Invoice and Payments
Invoice and Payments
This section covers everything property managers need to know about reviewing invoices, managing payment settings, and understanding billing processes within Latchel. Whether you’re adjusting notification preferences or reviewing service charges, these guides will help you stay on top of your financial workflows.
Refund Policy
Latchel Guarantee and Refund Request Policy
Understand Latchel’s policy on service guarantees and how to request a refund.
Invoices
Methods of Searching Invoices
Learn how to find specific invoices using filters and search functions.
Understanding the Invoice Auto-Approval Threshold
A breakdown of how the auto-approval setting works and what it means for invoice handling.
Managing the Invoice Auto-Approval Threshold
How to set limits that determine which invoices are auto-approved or need manual review.
Taking Action on Needs Approval Invoices
Step-by-step guide to reviewing, approving, or denying invoices that require your attention.
How to Add Invoices
Step-by-step instructions for manually adding invoices to work orders.
Invoicing and Handling Payments for Service Providers
Overview of how invoicing and payments are processed for service providers.
How to Set the Require Detailed Invoice Setting
How to require itemized invoices from service providers before approval.
How to Disable Automatic Invoice Collection from Preferred Service Providers
Learn how to stop Latchel from automatically collecting invoices on your behalf.
Learn how to find specific invoices using filters and search functions.
PaymentsHow to Update Your Subscription Payment Method
Guide to changing the card or account used for your Latchel subscription billing.
How to Update the Service Provider Payment Method on File
Instructions for updating payment details used to pay service providers.
How to Turn on Preferred Service Provider Payments
Steps to enable Latchel-managed payments for your preferred providers.
How to Schedule Service Provider Payments in Future Date
Learn how to delay service provider payments to a future scheduled date.
How to Override/Change Service Provider Payment Method in Property
Instructions to modify service provider payment settings for a specific property.
How to Override/Change Service Provider Payment Method in Portfolio
- Guide to updating payment methods for service providers at the portfolio level.