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This guide has been reviewed against our global client base and classed as relevant to all regions |
This guide explains how to raise rent and fee invoices in bulk
AgencyCloud is an invoice-based accounting system - meaning that invoices need to be raised to ensure money is transferred between the different ledgers
This process creates the invoices for rent and fees, as well as other scheduled or recurring charges - it is also an excellent way to identify incorrect data prior to transactions being created in the system, allowing them to be rectified immediately
From Lettings/Rentals menu: |
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Review the screen for any discrepancies, such as unusual amounts, dates, or notes Double-click to open a tenancy Un-ticking will prevent the charges from being raised; they will remain on this screen until next time it is opened Click Post to process
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Use Print to e-mail or post the invoices out to tenants |
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How to raise rent and fee invoices in bulk |
