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

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

1. Complete the Tenancy Renewals

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and Alterations screen

Open the relevant tenancy screen

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, Financial & Renewals

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 tab:

  • In the Renewals / Alterations / Fees section (bottom of screen), click (plus) 

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  • Select Add renewal, alteration or

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  • fee and click Accept

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The Tenancy Renewals and Alterations screen is displayed:

  • Select Recurring Charge

  • Enter

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

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  • if the charge

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  • is to be raised indefinitely

  • Select Charge Type and Account

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

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  • Click Accept

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2. Review the recurring charge

From the tenancy

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, Accounts Functions panel:

  • Click

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  • Invoicing and select Raise Invoice

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  • The recurring fee that will be raised along with the rent invoice

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  • is displayed in the Fees and Charges section at the top

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How to add a recurring charge to a tenancy