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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
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Identify internal client accounts assistant as a relationship on lettings property - configuration option
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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)
•
Delete related management fee invoices when deleting rent invoices
•
Reminder prompt displayed when deleting a rent invoice
•
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
•
Filter pending supplier invoices via Power Organiser
•
Raise rent & fee invoices
•
Rent invoices are not raising
•
Changing rent invoiced up to date prompts to update other fees
•
Change rent payment frequency
APAC specific (invoices)
Configuration options (invoices)
Landlord float
Landlord payments
Landlords
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Suppliers
Tenants
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Trust Accounts frequently asked questions (APAC only)
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Knowledge Base
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Accounts
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Invoices
Summarize
Invoices
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Aug 15, 2022
1 min read
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