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Create a Charge in Invoices

Invoices & Charges

Create a Charge in Invoices

Create and manage charges for property owners in the system.

Last updated on 19 Feb, 2026

TL;DR

1
Open Charges Tab
Navigate to Financials and select the Charges tab.
2
Create New Charge
Click Create and enter property details.
3
Set Fee and Category
Select fee account and category for the charge.
4
Save Charge
Finalize the charge by clicking Save.
5
Check Charge Status
Review the charge status under charges.

Let's Do It Together!

Step 1: Open Charges Tab

Navigate to Financials and then select the Charges tab.

The Charges tab is now open.

Step 2: Click Create

Click on Create to start a new charge.

A new charge form appears.

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Step 3: Enter Property

Enter the property that you want to create the charge for.

Step 4: Create Charge

Click on Create charge.

The charge is created.

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Step 5: Enter Amount

Enter the amount for the charge.

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Step 6: Select Fee Account

Select a fee account for this charge.

Step 7: Set Fee Account

Set the fee account as advertising.

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Step 8: Select Category

Select a category for the charge.

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Step 9: Enter Description

Enter a description for the charge, such as trade me ad.

Step 10: Set Recurrence

Decide if the charge should be recurring or not.

Step 11: Set Recurrence Option

If making it recurring, click on the recurrence option.

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Step 13: Set Recurrence Frequency

Select how often to charge.

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Step 14: Save Charge

Click Save to finalise the charge.

The charge is now listed under charges.

Step 15: Review Charge Status

Check the status of the charge; it will remain unpaid until there’s money.

The charge status will update to paid when applicable.

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