Facilities & property management
This sector runs two billing patterns at once: large volumes of recurring contract and service-charge invoices that repeat monthly or quarterly, and unpredictable reactive works billed as they happen. Both have to be structured correctly, and the recurring side is where volume errors multiply quietly.
A mapping mistake on a recurring invoice template does not happen once — it happens across every unit, every cycle, until someone notices. Getting the recurring run right before go-live matters more than it appears.
Where a managing agent bills in the name of an owner or association, whose tax registration appears on the invoice is a question that must be answered correctly before any mapping.
Scheduled service charges and ad hoc repairs have different data availability, approval routes and timing, and they often originate in different systems.
Units, contracts, work orders and schedules in a specialist system, with invoices produced from or alongside it.
Many tenants, unit owners or contract customers, whose tax registration details are frequently incomplete because they never needed to be.
Where different buildings or portfolios sit under different legal entities with different tax positions.
The legal and tax question of which entity issues the invoice sits ahead of every technical decision, and it is not always what the current process assumes.
Collecting and verifying tax registration details across a large customer base is a real project, and it is the most common cause of delay in this sector.
Validation has to cover a full recurring cycle, because that is where the same error appears hundreds of times.
Who issues an invoice in an agency or association arrangement is a legal and tax question. It should be confirmed with your advisors, and we will flag it rather than assume it.