Utility Billing

The Utility Billing & Property Management App is a powerful addition to ERPNext, designed to streamline utility billing, property leasing, and tenant management. Ideal for municipal utilities, real estate managers, and property developers.

Install Utility Billing

bench get-app https://github.com/navariltd/utility-billing

Tags

  • property-management
  • rental-management
  • utility-billing

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About Utility Billing

# 💡 Utility Billing & Property Management for ERPNext The **Utility Billing & Property Management App** is a powerful addition to [ERPNext](https://erpnext.com), designed to streamline **utility billing**, **property leasing**, and **tenant management**. Ideal for municipal utilities, real estate managers, and property developers. ![Overview](./utility_billing/docs/images/workspace.png) ## 🔌 [Utility Billing](./utility_billing/docs/Utility-Billing.md) A comprehensive module for managing utility services (water, electricity, gas, etc.) with end-to-end billing automation. #### **Core Features** 1. **🔧 Configurable Billing** - Customizable tariffs, price lists, and customer grouping (residential/commercial) - Auto-generated sales orders/invoices (draft or submitted) 2. **📟 Meter & Service Management** - Track consumption via **meter readings** - **Service requests** workflow: Survey → BOM → Billing - Meter numbers as serial numbers 3. **⚡ Bulk Operations** - **Mass billing** for multiple customers - Merge sales orders per customer 4. **🔄 Automated Workflows** - Customer creation from service requests - Flow: Meter Reading → Sales Order → Invoice → Payment #### **Key Integrations** - **CRM**: Leads → Customers - **Inventory**: Meters as serials - **Accounting**: Auto-invoicing [![Explore More](https://img.shields.io/badge/%F0%9F%91%89%20Explore%20More-6f42c1?style=for-the-badge&logo=github)](./utility_billing/docs/Utility-Billing.md) ## 🏢 [Property Management](./utility_billing/docs/Property-Management.md) The **ERPNext Property Management** module simplifies rental operations from tenant onboarding to recurring rent and utility billing. ### 🌟 **Key Features:** - 🏘️ **Property Structure**: Organize by Project → Building → Floor → Unit - 📝 **Service Requests**: Capture tenant interest & unit selection - 📄 **Contracts**: Define rental terms, durations, and escalation rules - 👥 **Tenant**: Managed as a customer for seamless billing integration - 💰 **Deposits & Booking**: Generate sales orders for upfront payments - 📃 **Invoicing**: Automate rent billing via **Auto Repeat** - ⚡ **Utility Billing**: Bill utility usage per unit and contract - 🔄 **Full Workflow Support**: From inquiry to billing with smooth transitions - 📈 **Escalation Rules**: Support periodic rent increases ### ✅ **Benefits:** - Seamless management of units, leases, and tenants - Recurring and utility billing under a single customer record - Built-in support for renewals, notices, and changes ## [![Explore More](https://img.shields.io/badge/%F0%9F%91%89%20Explore%20More-6f42c1?style=for-the-badge&logo=github)](./utility_billing/docs/Property-Management.md) ## 🧾 Key Doctypes & Customizations Explore the doctypes that power the system. Below are categorized lists of **new doctypes** and **customizations**. ### ✨ Customized Doctypes - 📑 [Contract](./utility_billing/docs/Contract.md) - 🧾 [Sales Order and Sales Invoice](./utility_billing/docs/Sales-Order-and-Invoice) - 📦 [Item](./utility_billing/docs/Utility-Billing.md#-3-important-notes.md) - 💲 [Item Price](./utility_billing/docs/Utility-Billing.md#-13-price-lists--tariffs) ### 🆕 New Doctypes - ⚙️ [Utility Billing Settings](./utility_billing/docs/Settings.md) - 🏢 [Utility Property](./utility_billing/docs/Property.md) - 📝 [Utility Service Request](./utility_billing/docs/Service-Request.md) - 🧾 [Utility Bill Structure](./utility_billing/docs/Bill-Structure.md) - 📈 [Meter Reading](./utility_billing/docs/Meter-Reading.md) - 🪙 [Billing Adjustment Rule](./utility_billing/docs/Billing-Adjustment-Rule.md) ## 📊 Reports Get actionable insights from your utility and property data with our built-in reports. These reports help you monitor availability, manage service requests, oversee tenancy details, and track utility consumption—empowering better decision-making across your operations. ### Main Reports: - **🏢 Property Availability Report** – Track real-time inventory, occupancy, and asset value. - **🛠️ Service Request Summary** – Monitor service request lifecycles and billing progress. - **📝 Tenancy Summary Report** – Manage leases, durations, and contract changes. - **🔌 Meter Reading Summary** – Analyze utility consumption, tariff blocks, and billing. ## [![View Reports](https://img.shields.io/badge/%F0%9F%91%89%20Explore%20More-6f42c1?style=for-the-badge&logo=github)](./utility_billing/docs/Reports.md) ## ⚙️ Demo Data Management For testing and demonstration purposes, the Utility Billing & Property Management app provides a convenient way to generate and clear demo data. This allows you to quickly populate your system with sample records to explore functionalities without affecting your live data. [![Explore More](https://img.shields.io/badge/%F0%9F%91%89%20Explore%20More-6f42c1?style=for-the-badge&logo=github)](./utility_billing/docs/Demo-Data.md) ## 🛠️ Installation (Self-Hosted) ```bash # Install Frappe Bench https://github.com/frappe/bench # Install ERPNext https://github.com/frappe/erpnext ``` Clone this app into your apps folder and run: ```bash bench get-app utility_billing https://github.com/navariltd/utility-billing.git bench --site [site_name] install-app utility_billing ``` ## 📚 Documentation & Support Need help? Browse detailed guides, FAQs, or open an issue in our GitHub repo. [![Full Documentation](https://img.shields.io/badge/Full_Documentation-6366F1?style=for-the-badge&logo=readthedocs&logoColor=fff)](https://github.com/navariltd/utility-billing/wiki) [![ERPNext Docs](https://img.shields.io/badge/ERPNext_Docs-FF6B6B?style=for-the-badge&logo=erpnext&logoColor=fff)](https://docs.erpnext.com) [![Frappe Framework](https://img.shields.io/badge/Frappe_Framework-00C49A?style=for-the-badge&logo=frappe&logoColor=fff)](https://frappeframework.com/docs) [![Community Forum](https://img.shields.io/badge/Community_Forum-F59E0B?style=for-the-badge&logo=discourse&logoColor=fff)](https://discuss.frappe.io) [![Report Issue](https://img.shields.io/badge/Report_Issue-E63946?style=for-the-badge&logo=githubissues&logoColor=fff)](https://github.com/navariltd/utility-billing/issues) [![Website](https://img.shields.io/badge/Website-1E293B?style=for-the-badge&logo=googlechrome&logoColor=fff)](https://navari.co.ke)

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