To invoice a tenant for a fee payable to the company, follow the steps outlined below. If you need to invoice a tenant for funds due to a contractor, please click here.
Navigate to Financials > Invoice for direct payments.
From the top right corner, select the dropdown arrow and choose Tenant fee.
Populate the form with details of the fee. The Amount due should be inclusive of VAT.
Click Submit.
Once posted, click on the icon within the Invoice column to generate and send the invoice.
When funds are received:
Assign the bank line to the property as Tenant direct payment of fee.
Navigate back to Financials > Invoice for direct payments.
Select the tick within the Payment received column.