This option should only be used when both:
The deduction should not appear on the landlord’s statement
The landlord is sending in funds directly
1. Adding an invoice for direct payment
Navigate to Financials > Invoice for direct payments
From the top right dropdown, select the relevant invoice type
Populate the form with the details of the payment
Click Submit
Note: Landlord expense should be used when the payment is due to a contractor or third party. General fee should be used for a fee due to the business.
2. Generating an invoice to send to the landlord
Navigate to Financials > Invoice for direct payments
Locate the relevant invoice
Within the Invoice column, click on the document icon
In the case where it is required, enter an Invoice number and/or Subject line
Click Generate
A new browser window will open where the PDF document will be downloaded
Note: If there are multiple items due to the same contractor and are related to the same property, each item will appear on the Generate invoice pop-up so that users can include multiple items on the same invoice.
3. When funds have been received
Navigate to Financials > Invoice for direct payments
Locate the relevant invoice
Within the Payment received column, click on the tick icon
Should this pertain to a contractor payment, the balance will then be available to pay from Contractor > Contractor Summary as normal.
The funds received from the landlord can then be assigned as indicated below
Navigate to Financials > Unassigned lines
Locate the relevant transaction
Click on the pencil icon to edit
Expand the Category dropdown and select the property
Expand the Subcategory dropdown and select the relevant option as noted below:
When relating to a contractor payment, select Landlord repayment of expense
When relating to a fee charged, select Landlord direct payment of fee
Click Submit
Note: If the invoice contains commission, the payment from the landlord can be split into Commission in and Landlord repayment of expense. For further information on splitting a bank line, please click here.