> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**

<Card title="Latchel Guarantee and Refund Request Policy" icon="money-check-dollar-pen" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Latchel-Guarantee-and-Refund-Request-Policy">
  Understand Latchel’s policy on service guarantees and how to request a refund.
</Card>

### **Invoices**

<CardGroup cols={2}>
  <Card title="Methods of Searching Invoices" icon="filter-circle-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-View-and-Search-for-Invoices">
    Learn how to find specific invoices using filters and search functions.
  </Card>

  <Card title="Understanding the Invoice Auto-Approval Threshold" icon="file-invoice-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Understanding-the-Invoice-Auto-Approval-Threshold">
    A breakdown of how the auto-approval setting works and what it means for invoice handling.
  </Card>

  <Card title="Managing the Invoice Auto-Approval Threshold" icon="money-check-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Managing-the-Invoice-Auto-Approval-Threshold">
    How to set limits that determine which invoices are auto-approved or need manual review.
  </Card>

  <Card title="Taking Action on Needs Approval Invoices" icon="chart-pie-simple-circle-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Taking-Action-on-Needs-Approval-Invoices">
    Step-by-step guide to reviewing, approving, or denying invoices that require your attention.
  </Card>

  <Card title="How to Add Invoices" icon="circle-dollar-to-slot" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Add-Invoices-New-Experience">
    Step-by-step instructions for manually adding invoices to work orders.
  </Card>

  <Card title="Invoicing and Handling Payments for Service Providers" icon="hand-holding-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Invoicing-Preferred-Service-Provider-vs-LCN">
    Overview of how invoicing and payments are processed for service providers.
  </Card>

  <Card title="How to Set the Require Detailed Invoice Setting" icon="lightbulb-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Set-the-Require-Detailed-Invoice-Setting">
    How to require itemized invoices from service providers before approval.
  </Card>

  <Card title="How to Disable Automatic Invoice Collection from Preferred Service Providers" icon="magnifying-glass-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Disable-Automatic-Invoice-Collection-from-Preferred-Service-Providers">
    Learn how to stop Latchel from automatically collecting invoices on your behalf.
  </Card>
</CardGroup>

### **Learn how to find specific invoices using filters and search functions.**

**Payments**

<CardGroup cols={2}>
  <Card title="How to Update Your Subscription Payment Method" icon="chart-mixed-up-circle-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-update-your-Subscription-Payment-Method">
    Guide to changing the card or account used for your Latchel subscription billing.
  </Card>

  <Card title="How to Update the Service Provider Payment Method on File" icon="money-check" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Service-Provider-Payment-Method-on-File">
    Instructions for updating payment details used to pay service providers.
  </Card>

  <Card title="How to Turn on Preferred Service Provider Payments" icon="bell-on" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Turn-on-preferred-service-provider-payments">
    Steps to enable Latchel-managed payments for your preferred providers.
  </Card>

  <Card title="How to Schedule Service Provider Payments in Future Date" icon="calendar-circle-user" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Schedule-Service-Provider-Payments-in-Future-Date">
    Learn how to delay service provider payments to a future scheduled date.
  </Card>

  <Card title="How to Override/Change Service Provider Payment Method in Property" icon="credit-card-front" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Override-Change-Service-Provider-Payment-Method-in-Property">
    Instructions to modify service provider payment settings for a specific property.
  </Card>

  <Card title="How to Override/Change Service Provider Payment Method in Portfolio" icon="credit-card" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Override-Change-Service-Provider-Payment-Method-in-Portfolio">
    Guide to updating payment methods for service providers at the portfolio level.
  </Card>
</CardGroup>
