Add invoicing notes to a property (non standard fees)

Owned by
Fiona Wilson
Last updated: May 21, 2024
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

An invoicing note can be added to a property - this is useful when non-standard fees need to be recorded or any other specialist invoice related note or alert is required

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

  • Beside Invoicing Note, click View/edit note

    Notes - invoicing.png

  • Enter the text to be displayed and click Accept
    Once an Invoicing Note has been added, the link will display with an asterisk (*)

    Notes - invoicing - add note.png

2. Notes shown on tenant & landlord invoices

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

From the tenancy invoice:

From the landlord invoice:

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

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