Service charge invoice frequency settings

1. Regular invoice frequency

A regular frequency setting can be chosen

On the main estate record, in Service charge invoicing, click the link to choose from:

• Monthly

• Quarterly

• Half Yearly

• Yearly

• Custom
  (see next step)

2. Custom invoice frequency

Selecting Custom displays the Invoicing Frequency screen:

• Click  to add a frequency
  
  

• Select whether the Instalment amounts are Equal or Custom
  
  If Custom is selected, amounts can be entered and need to add up to the total service charge amount for the site
  
  

• Set the Month and Day 
  (plus Amount for Custom instalments)
  for this invoice cycle
  
  Repeat the above steps until all instalments are added
  
  

• Click Accept to save
  
  Hovering over the Custom link on the main estate record displays the custom frequency settings - see 2a
  
  

3. Setting invoice frequency at unit level

The instructions shown above explain how to set up the frequency at estate level, it is also possible to override this on individual units, where required

• Open the unit record
  
  The Invoicing setting is taken from the main estate record
  
  

• Click the link and select the setting for this unit
  
  

• Click Save