Raise rent & fee invoices

Owned by Fiona Wilson
Last updated: Mar 01, 2023
1 min read

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

This guide explains how to raise rent and fee invoices in bulk 

AgencyCloud is an invoice-based accounting system - meaning that invoices need to be raised to ensure money is transferred between the different ledgers

This process creates the invoices for rent and fees, as well as other scheduled or recurring charges - it is also an excellent way to identify incorrect data prior to transactions being created in the system, allowing them to be rectified immediately

From Lettings/Rentals menu:

  • Click Daily Accounts Processes and select Raise Rent/Fee Invoices

  • Review the screen for any discrepancies, such as unusual amounts, dates, or notes

  • Double-click to open a tenancy

  • Un-ticking will prevent the charges from being raised; they will remain on this screen until next time it is opened

  • Click Post to process

Use Print to e-mail or post the invoices out to tenants