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 3 Next »

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

This guide outlines how to prepare and post service charge invoices - then how to send the invoices to leaseholders.


1. Access option from main menu

From the main menu:

  • Click Estate

  • Select Daily Accounts Processes

  • Click Prepare Service Charge Invoices


2. Prepare invoices

This screen will display all invoices that are due, broken down by estate, alongside the period they were created for and what budget year the charges fall into

  • Clicking the + icon next to an entry shows the breakdown of what is being invoiced by unit

  • Warnings displays any issues, such as missing leaseholder details

3. Post invoices

  • Ensure the required invoices are checked

  • Click Post

    The system will process all the selected invoices and confirm when they have been posted

    See screen in next step


4. Email invoices to leaseholders

Posted invoices will be shown with a green tick beside them and the invoice number added to the Invoice column

  • Click Print

Output Options are displayed:

  • You are given options to Store and/or Print the invoices
    • Tick as required

  • Tick E-mail and click Proceed

    You will be prompted to preview, and manually send the first email

    You'll then be given the option to repeat this process OR to let the system complete the process automatically



  • No labels