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

An invoicing note can be added to a property - this is useful when non-standard fees need to be recorded

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or any other specialist invoice related note or alert is required

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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

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  • Beside Invoicing Note, click View/edit note

    Notes - invoicing.pngImage Added
  • Enter the text to be displayed and click Accept
    Once an Invoicing Note has been added, the link will display with an asterisk (*)

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  • Notes - invoicing - add note.pngImage Added

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2.

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Notes shown on tenant & landlord invoices

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

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From the tenancy

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invoice:

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

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3. Landlord

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

Tenant invoice - showing invoicing note.pngImage Added

From the landlord

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invoice:

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Landlord invoice - showing invoicing note.pngImage Added
Tip

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

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Excerpt
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An invoicing note can be added to a property - this is useful when non-standard fees need to be recorded or any other specialist invoice related note or alert is required