Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

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 Invoicing Note, click View/edit note

  • Enter the text to be displayed and click Accept

    Once an Invoicing Note has been added, the link will display with an asterisk (*)



2. Tenant

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

From the tenancy record:

  • Click Raise Invoice



3. Landlord

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

From the landlord record:

  • Right-click Payments and select Landlord Admin Fees

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



  • No labels