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

When non 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, 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
  • 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

2.

Tenant

Notes shown on tenant & landlord invoices

When raising an invoice from the tenancy or landlord 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

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3. Landlord

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

invoice:

Tenant invoice - showing invoicing note.pngImage Added

From the landlord

record

invoice:

Right-click Payments and select Landlord Admin Fees
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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When non 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, an invoicing note can be added to a property