For New Zealand property managers

Prepare and track agency invoices with a reviewable workflow

Set up your issuing business, prepare an invoice draft, review the supplier and recipient details, then issue and send a branded PDF. Keep corrections, payment records and optional Xero sync linked to the invoice.

Start a PM trial

From draft to a recorded invoice

  1. 01

    Set up the issuer

    Enter the agency's legal and tax details, payment instructions and any Xero account and tax mappings you choose to use.

  2. 02

    Prepare and review

    Create a draft with recipient, dates and line items. Review the supplier, recipient, currency and tax treatment before issue.

  3. 03

    Issue and send

    Issue a numbered invoice with an immutable PDF snapshot, then send it to the recipient and retain the delivery history.

  4. 04

    Track changes and payment evidence

    Issue a credit where needed, allocate and reverse supported payment events, export the invoice archive, and optionally sync with a mapped Xero organisation.

Review the legal supplier and charge basis

Available to NZ PM Standard and above. The workflow supports reviewable agency invoices and related corrections. It is not an automated collection service or a general permission to charge tenants. Rent, trust settlements and landlord charges retain their own source records. Xero requires issuer, organisation, account and tax mappings. Confirm legal authority and tax treatment before issuing.

PM Standard and above. Xero sync is optional and requires a configured issuer and organisation mapping.

Commercial