Content Comparison

1. Check the Raise/View Invoice screen for the next rent due

Best practice is to set the change in line with the current rent schedule - the change will not impact raised invoices

- otherwise, previously raised rent and management fees should be deleted if unpaid, and the rent invoiced up to date amended

2. Add renewal, alteration or fee option

From

tenancy

, Financial & Renewals

 tab:

• In the Renewals / Alterations / Fees panel (at bottom), click

•  

• Ensure Add renewal, alteration or fee

•  option is selected

• and click Accept
  The tenancy renewals and alterations screen is displayed - see step 3

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3. Enter new details

From tenancy renewals and alterations screen:

• Ensure Alteration is selected

• Enter the date the change is to take effect using the From date (top section)

  • Below this, Reset instalment start date should be ticked if you plan to change the rent due date

• • 
    For example, if the tenant was paying monthly on the 1st and they instead wanted to pay monthly on the 15th

• Under Rent, change the Payable setting

• 
  If required, you can change the rent amount to take into account any rounding when switching between frequencies

• At bottom right of screen, change Management Fee Frequency to match the new rent frequency

• Click Accept

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4. Check the rent schedule

• The final step is to check the Raise/View Invoice screen to ensure the new schedule is behaving as expected

• - your rent and management fees should appear on the same line

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5. Alteration shown on tenancy

To give a complete history of changes, a list of all alterations are shown on the Financial & Renewals

tab

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