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How Can I Use My Account for Room Rentals?

Manage room rentals efficiently with Zanda.

Efficient management of room rentals is important to maximize resource utilization and ensure seamless operations of your business, although this can be a bit of a juggle in the busy world of allied health practices. That's where Zanda comes in, as it's packed with features you can use to fit just what your practice needs. In this article, we're going to dive into how Zanda can make renting out your rooms to other practitioners a breeze.

In this article:

Providing Reception and Admin Services to Renters

A practitioner who rents a room in your building may benefit from additional administration and reception services that they can outsource to your team. You can provide them with efficient admin and reception support using Zanda, by either:

Using Zanda to Bill for Room Renting

The following features of Zanda can help you manage billing your renters for the rooms, utilities, and services you provide to them.

  1. In People > Add, you will create Third Party profiles for the practitioners who rent your rooms. 
  2. In User Menu > Account Settings > Products, you will create a product for each billing item, including rent fees, utilities, admin and reception services, etc. 
  3. When an invoice needs to be created for a renter, you will go to their Third Party profile > Billing > Invoices and create a new invoice that is not linked with a client appointment. Add item lines using your products to bill for the services you provided to the renter during the billing period.
    💡 Note: Every invoice in Zanda must have a practitioner selected in the Sold By field—it cannot be left blank, even when the invoice is not linked to an appointment. Sold By is used for reporting and cash balancing, so the invoice amount will appear under the selected practitioner's figures. 
  4. Print or Email the invoice to the renter.

Frequently Asked Questions

❓ Can I automate a monthly invoice or receipt for room rental?

No, Zanda does not automatically create recurring invoices or statements for third-party room rental billing. For this workflow, create the room rental invoice manually from the renter's Third Party profile > Billing > Invoices when each billing period is ready, then print or email it to the renter.

If the invoice already exists, you can use invoicing automation to send unpaid invoice reminders, invoice PDF links or attachments, internal follow-up tasks, and paid invoice receipts to the invoice payee. Automatic monthly statement generation is managed through account-level statement settings and client profile billing settings, so it is designed for client profiles. For third-party payees, create statements manually from the Third Party profile > Billing > Statements.

❓ Can I create a room rental invoice without allocating it to a practitioner?

No—every invoice needs a practitioner in the Sold By field. When you create an invoice from a renter's Third Party profile, Sold By pre-fills with the profile's preferred practitioner, or with your account's default practitioner if none is set. To manage how the rental income is attributed, you can:

  • Before saving the invoice, select the practitioner you'd like the room rental income reported under. On invoices not linked to an appointment, you can change Sold By to any active practitioner.
  • Set the right practitioner as the renter's preferred practitioner on their Third Party profile, so the correct name pre-fills automatically on future invoices.
  • Attribute room rental invoices to a non-treating practitioner profile—for example, a practice principal, or a team member with a practitioner profile who handles administration—to keep rental income separate from clinical income in practitioner-level reports. The Sold By list shows practitioner profiles only—a user needs a practitioner profile to appear there. Adding a new active practitioner can affect your subscription cost (see Managing Your Zanda Subscription).

If recurring third-party invoice or statement generation would help your practice, you can submit the idea from the Help menu by selecting Submit an Idea.

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