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https://github.com/navariltd/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.
https://github.com/navariltd/utility-billing

property-management rental-management utility-billing

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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.

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# πŸ’‘ 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)

## πŸ”Œ [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. **πŸ”§ Configurable Billing**

- Customizable tariffs, price lists, and customer grouping (residential/commercial)
- Auto-generated sales orders/invoices (draft or submitted)

2. **πŸ“Ÿ Meter & Service Management**

- Track consumption via **meter readings**
- **Service requests** workflow: Survey β†’ BOM β†’ Billing
- Meter numbers as serial numbers

3. **⚑ Bulk Operations**

- **Mass billing** for multiple customers
- Merge sales orders per customer

4. **πŸ”„ Automated Workflows**
- Customer creation from service requests
- Flow: Meter Reading β†’ Sales Order β†’ Invoice β†’ Payment

#### **Key Integrations**

- **CRM**: Leads β†’ 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 β†’ Building β†’ Floor β†’ Unit
- πŸ“ **Service Requests**: Capture tenant interest & unit selection
- πŸ“„ **Contracts**: Define rental terms, durations, and escalation rules
- πŸ‘₯ **Tenant**: Managed as a customer for seamless billing integration
- πŸ’° **Deposits & Booking**: Generate sales orders for upfront payments
- πŸ“ƒ **Invoicing**: Automate rent billing via **Auto Repeat**
- ⚑ **Utility Billing**: Bill utility usage per unit and contract
- πŸ”„ **Full Workflow Support**: From inquiry to billing with smooth transitions
- πŸ“ˆ **Escalation Rules**: Support periodic rent increases

### βœ… **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

- πŸ“‘ [Contract](./utility_billing/docs/Contract.md)
- 🧾 [Sales Order and Sales Invoice](./utility_billing/docs/Sales-Order-and-Invoice)
- πŸ“¦ [Item](./utility_billing/docs/Utility-Billing.md#-3-important-notes.md)
- πŸ’² [Item Price](./utility_billing/docs/Utility-Billing.md#-13-price-lists--tariffs)

### πŸ†• New Doctypes

- βš™οΈ [Utility Billing Settings](./utility_billing/docs/Settings.md)
- 🏒 [Utility Property](./utility_billing/docs/Property.md)
- πŸ“ [Utility Service Request](./utility_billing/docs/Service-Request.md)
- 🧾 [Utility Bill Structure](./utility_billing/docs/Bill-Structure.md)
- πŸ“ˆ [Meter Reading](./utility_billing/docs/Meter-Reading.md)
- πŸͺ™ [Billing Adjustment Rule](./utility_billing/docs/Billing-Adjustment-Rule.md)

## πŸ“Š 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 consumptionβ€”empowering better decision-making across your operations.

### Main Reports:

- **🏒 Property Availability Report** – Track real-time inventory, occupancy, and asset value.
- **πŸ› οΈ Service Request Summary** – Monitor service request lifecycles and billing progress.
- **πŸ“ Tenancy Summary Report** – Manage leases, durations, and contract changes.
- **πŸ”Œ 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)

## βš™οΈ 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)

## πŸ› οΈ 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
```

## πŸ“š 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)