Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

When non standard fees need to be recorded, or any other specialist invoice related note or alert is required, an invoicing note can be added to a property

Once an invoicing note is added on a property record, it is visible when raising an invoice from both the landlord and tenant screens

1. Adding an invoice note

From the property screen:

  • Click Rent/Fee Details

  • In Invoicing Note, click View/edit note

  • Enter the text to be displayed and click Accept

    Once an Invoicing Note has been added, the link will display with an asterisk (*)

...

Image AddedImage Added

Image Removed

2. Tenant

When raising an invoice from the tenancy screen, invoicing notes are shown at the bottom of the screen

From the tenancy record:

  • In Accounts Functions, click Invoicing to raise a tenant invoice

...

Image Added

3. Landlord

When raising an invoice from the landlord screen, invoicing notes are shown at the bottom of the screen

From the landlord record:

  • Right-click Payments and select Landlord Admin Fees

    Notes for each of the landlord's properties will be displayed, where applicable

...

Image Added

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "fees" and type = "page" and space = "RW"
labelssales_lettings_rnote_12_108 12_108
Excerpt
hiddentrue

When non standard fees need to be recorded, or any other specialist invoice related note or alert is required, an invoicing note can be added to a property