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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
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Sales & Lettings/Rentals
Accounts
•
Identify internal client accounts assistant as a relationship on lettings property - configuration option
Client/Trust Accounts daily processes overview
Agent remittance
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Bank details
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Fees (accounts)
Invoices
•
Add, edit & save tenancy fees on initial tenant invoice without posting it
•
Add invoicing notes to a property (non standard fees)
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Delete related management fee invoices when deleting rent invoices
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Reminder prompt displayed when deleting a rent invoice
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Raise multiple invoices for marketing expenses
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Add a recurring charge to a tenancy
•
Adjust rent invoice amount
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Adhoc landlord admin fees
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Amending 'invoiced up to' date
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Alterations - amendments to rent or fee amounts
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Filter pending supplier invoices via Power Organiser
•
Raise rent & fee invoices
•
Rent invoices are not raising
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Changing rent invoiced up to date prompts to update other fees
•
Change rent payment frequency
APAC specific (invoices)
Configuration options (invoices)
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Prioritise invoices by category when auto-allocating tenant receipts/landlord payments - configuration option
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Prevent users from editing VAT & nominal codes when invoicing - configuration option
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Raise management fee as a percentage of rent paid - configuration option
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Allocate tenant receipts to future dated rent invoices - configuration option
Landlord float
Landlord payments
Landlords
Landlord statements
Landlord tax
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Opening balances
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Reporting (accounts)
Split commission
Suppliers
Tenants
•
Trust Accounts frequently asked questions (APAC only)
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Configuration options (invoices)
Configuration options (invoices)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Aug 15, 2022
1 min read
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