You can invoice a job through Tapi two different ways:
Uploaded directly to the job
Emailed directly into the agency specific Tapi email address (they will provide this)
If you email an invoice into Tapi before marking the job as completed, the job will remain open. Once the invoice has been approved, the job will be closed 💡
After you have confirmed that the work has been completed, you will be prompted to submit or email through the invoice.
Here's a quick run through of how to do this:
Option 1:
Send your PDF invoice directly to the email address specified within your work order including any photos, reports or certificates.
You'll be able to see the email address for the specific company on the work order.
🚨 Please include the Tapi Work Order # referenced on your job as this is what our system uses to automatically match the invoice & the job.
Option 2:
Upload and attach your invoice directly in Tapi.
Click Upload invoice and you will be asked to select the PDF file from your computer, phone or tablet.
It's as easy as that! 😀
Now this invoice has been sent to the Property Manager and you have completed your part of the work order. Well done! 🎉
When you submit your invoices, please ensure that they show the following information:
property address,
work order number (e.g. RBWO001326),
address invoices to the property owner and “care of” (c/o) the property management company.
If you want to double check you uploaded the invoice correctly, you can check this on the work order and it will look something like this:
