💡 Utility Billing & Property Management for ERPNext

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.

🔌 Utility Billing

A comprehensive module for managing utility services (water, electricity, gas, etc.) with end-to-end billing automation.

Core Features

1. 🔧 Configurable Billing

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

2. 📟 Meter & Service Management

   • Track consumption via meter readings
   • Service requests workflow: Survey → BOM → Billing
   • Meter numbers as serial numbers

3. ⚡ Bulk Operations

   • Mass billing for multiple customers
   • Merge sales orders per customer

4. 🔄 Automated Workflows

   • Customer creation from service requests
   • Flow: Meter Reading → Sales Order → Invoice → Payment

Key Integrations

• CRM: Leads → Customers
• Inventory: Meters as serials
• Accounting: Auto-invoicing

🏢 Property Management

The ERPNext Property Management module simplifies rental operations from tenant onboarding to recurring rent and utility billing.

🌟 Key Features:

• 🏘️ Property Structure: Organize by Project → Building → Floor → Unit
• 📝 Service Requests: Capture tenant interest & unit selection
• 📄 Contracts: Define rental terms, durations, and escalation rules
• 👥 Tenant: Managed as a customer for seamless billing integration
• 💰 Deposits & Booking: Generate sales orders for upfront payments
• 📃 Invoicing: Automate rent billing via Auto Repeat
• ⚡ Utility Billing: Bill utility usage per unit and contract
• 🔄 Full Workflow Support: From inquiry to billing with smooth transitions
• 📈 Escalation Rules: Support periodic rent increases

✅ 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

🧾 Key Doctypes & Customizations

Explore the doctypes that power the system. Below are categorized lists of new doctypes and customizations.

✨ Customized Doctypes

• 📑 Contract
• 🧾 Sales Order and Sales Invoice
• 📦 Item
• 💲 Item Price

🆕 New Doctypes

• ⚙️ Utility Billing Settings
• 🏢 Utility Property
• 📝 Utility Service Request
• 🧾 Utility Bill Structure
• 📈 Meter Reading
• 🪙 Billing Adjustment Rule

📊 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 consumption—empowering better decision-making across your operations.

Main Reports:

• 🏢 Property Availability Report – Track real-time inventory, occupancy, and asset value.
• 🛠️ Service Request Summary – Monitor service request lifecycles and billing progress.
• 📝 Tenancy Summary Report – Manage leases, durations, and contract changes.
• 🔌 Meter Reading Summary – Analyze utility consumption, tariff blocks, and billing.

⚙️ 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.

🛠️ Installation (Self-Hosted)

# Install Frappe Bench
https://github.com/frappe/bench

# Install ERPNext
https://github.com/frappe/erpnext

Clone this app into your apps folder and run:

bench get-app utility_billing https://github.com/navariltd/utility-billing.git
bench --site [site_name] install-app utility_billing

📚 Documentation & Support

Need help? Browse detailed guides, FAQs, or open an issue in our GitHub repo.