Company and billing

Control ownership and invoice entities.

Create legal entities, set accounts contacts, invoice instructions and see which properties are billed to each company.

Manual entry

Create company

Create billing entities and assign properties so trade invoices go to the correct legal entity.

Billing entities

Companies

Invoice entity

RL Property Trust

Legal name
RL Property Trust Pty Ltd
ABN
62 111 222 333
ACN
111 222 333
Accounts
accounts@rlproperty.example
Payment
14 days from approved invoice
Address
Level 8, 88 Kent Street, Sydney NSW 2000
Property: Harbour ChambersProperty: Oxford Arcade

Notes

Record notes

Photos and files0 uploaded

Drag and drop images, PDFs, office files, floor plans or evidence here. Small files are stored locally for prototype review.

Internal noteDaniel Price - 2026-05-27 11:00All trade invoices for Harbour Chambers must reference RL Property Trust and include job number.No follow-up date

Documents

Linked files

Photos and files0 uploaded

Drag and drop images, PDFs, office files, floor plans or evidence here. Small files are stored locally for prototype review.

No linked documentsUse the document vault to upload and link files to this record.

Activity

Timeline

Note addedDaniel Price - 2026-05-27 11:00Invoice instruction note added to billing company.
Ready