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 13 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC

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

1. Complete the Tenancy Renewals and Alterations screen

Open the relevant tenancy screen, Financial & Renewals tab:

  • In the Renewals / Alterations / Fees section, click (plus) icon

    The Tenancy Renewals and Alterations screen will be displayed
  • Select Recurring Charge

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

  • Select Charge Type and Account

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

  • Click Accept


2. Review the recurring charge

From the tenancy screen:

  • Click Raise Invoice

    This displays the recurring fee that will be raised along with the rent invoice

  • No labels