> For the complete documentation index, see [llms.txt](https://docs.okup.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.okup.ai/okupai-platform/properties-and-platforms/client-billing.md).

# Client Billing

Create and manage monthly invoices for property owners and other financial clients, one property at a time.

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{% hint style="info" %}
**Client Billing** covers invoices issued by your selected invoice issuer to a property owner or financial client for management services, cleaning, and other charges. It is separate from guest invoices in [Booking Details](/okupai-platform/calendar/booking-details.md) and from your OkupAI subscription billing.
{% endhint %}

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## 👥 Access and permissions

Client Billing appears under **Properties → Client Billing** when your login has access.

| Permission                | What you can do                                                                          |
| ------------------------- | ---------------------------------------------------------------------------------------- |
| **View client billing**   | Open the overview, inspect billing models and drafts, preview invoices, and view history |
| **Manage client billing** | Add or remove properties, edit models, create or edit drafts, and generate documents     |

Property access still applies. You only see Client Billing data for properties available to your login.

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## ✅ Before you start

1. Make sure the property is active.
2. Assign the property to the correct owner or financial client in [Property Owners](/okupai-platform/properties-and-platforms/property-owners.md).
3. Check the recipient's company, address, VAT, and email details.
4. Confirm which company should be the **Invoice issuer**.
5. Ask an account administrator for **Manage client billing** access if you need to make changes.

{% hint style="warning" %}
The assigned financial client supplies the invoice recipient. A dashboard login by itself does not make someone an invoice recipient.
{% endhint %}

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## 🔁 The monthly workflow

1. Add the property to Client Billing.
2. Configure its **Billing Model**.
3. Review the automatically prepared draft for the previous calendar month, or create a draft manually.
4. Check bookings, cleaning, materials, VAT, and totals in the live preview.
5. Save your changes and generate the current PDF and XLSX documents.
6. Complete your normal review and delivery process.

{% hint style="warning" %}
Generating documents does **not** send the invoice automatically from the Client Billing page. It prepares the current files for review and delivery.
{% endhint %}

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## 📚 Guides in this section

* [**Client Billing Overview**](/okupai-platform/properties-and-platforms/client-billing/client-billing-overview.md) — filters, KPIs, property activation, charts, and invoice previews
* [**Billing Models**](/okupai-platform/properties-and-platforms/client-billing/billing-models.md) — management fees, long stays, cleaning, bonuses, VAT, and invoice setup
* [**Invoice Drafts and History**](/okupai-platform/properties-and-platforms/client-billing/invoice-drafts-and-history.md) — create, review, revise, generate, and retrieve invoices

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## 🗓 Automation at a glance

For active Client Billing properties, the monthly process prepares a draft for the **previous calendar month**. **Generate invoice automatically** controls whether the current PDF and XLSX are also prepared automatically.

Turn automatic generation off when you always want a person to review and generate the documents manually.

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## ➡️ Next step

Start with [Client Billing Overview](/okupai-platform/properties-and-platforms/client-billing/client-billing-overview.md) and add the properties you want to invoice.