Synopsis

1. Rentvine syncs portfolio and contacts to Property Meld
2. Maintenance happens in Property Meld
3. Property Meld syncs bills to Rentvine
4. Accounting happens in Rentvine

NOTE: 

For each object, we must keep one source of truth, Rentvine or Property Meld. So even though the integration is "two way", for any given object it's only one way.

For example, updating a property in Meld does not update it in Rentvine, and updating an invoice in Rentvine does not update it in Meld.




 

Option A: Export as Bills

When set to Export as Bills, Property Meld creates a Bill in Rentvine for each approved invoice. The bill includes the invoice reference number and itemized charges, and the invoice PDF is attached to the bill.

In Property Meld

Property Meld Create Invoice example

In Rentvine

1. Go to Accounting > Money Out > Bills

2. Open the bill created by the integration
   Tip: The Property Meld invoice number typically appears as the Reference on the bill.

3. To view the invoice PDF, open the bill and select the Files tab

Rentvine Bill details


Rentvine Bill Files tab showing the PDF

Option B: Export as Invoices

When set to Export as Invoices, Property Meld exports the invoice PDF to Rentvine as an Invoice record. Rentvine can read details from the PDF and pre-fill fields. You can review, make edits (including markup if needed), and then convert it to a bill.

In Property Meld
(Insert Screenshot 4: Property Meld Create Invoice example)

In Rentvine

1. Go to Accounting > Money Out > Invoices

2. Locate the exported invoice in the list

3. Open the invoice and review:

   • Payee/vendor

   • Bill date and due date

   • Invoice reference

   • Coding and line details

   • Optional markup

4. Make any needed corrections, then click Convert to Bill

(Insert Screenshot 6: Rentvine invoice review page with Convert to Bill)

Tips and troubleshooting

• Confirm the invoice is approved in Property Meld (exports occur after approval)

• Confirm the integration setting (Bills vs Invoices) so you’re looking in the right place in Rentvine

• Search by invoice number (Reference) or vendor/payee in Rentvine

• If the setting was recently changed, older invoices may appear based on the prior behavior