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This page explains how to add a recurring charge to a tenancy.

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC

1. Complete the Tenancy Renewals and Alterations screen

Open the relevant tenancy screen:

  • From Financial & Renewals tab, double-click Add renewal, alteration or fee (at bottom)


In the Tenancy Renewals and Alterations screen:

  • Select Recurring Charge

  • Enter the From and to date for the period the recurring charge is to be raised for, leaving to blank if the charge is to be raised indefinitely

  • Select Charge Type and Account

  • Complete the Net Amount and Recur every fields along with the appropriate Narrative for the charge

  • Click Accept


2. Review the recurring charge

From the tenancy screen:

  • Click Raise Invoice


This displays the recurring fee that will be raised along with the rent invoice


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