Add a recurring charge to a tenancy

1. Complete the Tenancy Renewals and Alterations screen

Open the relevant tenancy screen, Financial & Renewals tab:

• In the Renewals / Alterations / Fees section (bottom of screen), click  

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• Select Add renewal, alteration or fee and click Accept

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The Tenancy Renewals and Alterations screen is displayed:

• Select Recurring Charge

• Enter the From and to date for the period the recurring charge is to be raised for, leaving to blank if the charge is to be raised indefinitely

• Select Charge Type and Account

• Complete the Net Amount and Recur every fields along with the appropriate Narrative for the charge

• Click Accept

2. Review the recurring charge

From the tenancy, Accounts Functions panel:

• Click Invoicing and select Raise Invoice

• The recurring fee that will be raised along with the rent invoice is displayed in the Fees and Charges section at the top