Since you can create multiple properties for a single customer, setting up a Property Manager is very simple.


First, create the Property Manager as a Customer.

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Then you can create multiple properties under that customer record.

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Once this is done, you will be able to create a single invoice for the property manager that includes different properties.


Navigate to the Invoice View and create a new Invoice for this Property Manager. If you’d like to assign invoice lines to the different properties addresses, you can click on the “More Details” link.

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This will enable the “Property” field. When you select a property here, it will be displayed on your customer’s invoice.

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Note: If you are generating invoices from jobs, Yardbook will set up the properties for you automatically.

By default, the Auto Invoice Process will combine all the jobs for a single customer into a single invoice. However, for property management companies you can create a single invoice for each property address instead.

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