How to Bill Landlords for Tenant Screening Reports in a Spreadsheet

Tenant screening businesses bill per report, per bundle, or monthly per landlord — easy to lose count of which reports were invoiced when landlords batch requests. A free tenant screening billing log spreadsheet tracks invoices, landlord, reports run, amount, and status.

One invoice row per billing event

1. Landlord client
2. Billing period or invoice date
3. Reports run — count × unit price
4. Invoice total
5. Status — sent, paid, overdue
6. Aging — days outstanding

Monthly landlord statements roll up report counts from the application tracker — application completed = billable line.

Per-report vs. subscription clarity

If some landlords pay per pull and others buy monthly bundles, use a billing type column so totals do not mix incompatible pricing.

FCRA-aware framing

This template supports front-office billing and report-count reconciliation for screening services. It does not replace compliant consumer report workflows, permissible purpose documentation, or adverse action processes required under the Fair Credit Reporting Act and state laws. Use certified screening platforms for report generation and compliance where required.

When screening CRM software wins

Integrated credit/criminal pulls, applicant portals, and compliance workflows justify platforms at volume. Boutique screening services billing dozens of landlords often invoice from a sheet until AR aging becomes the bottleneck.

These templates are billing logs, not consumer reporting systems. Verify FCRA and state landlord-tenant obligations with qualified counsel.