You will use this when you need to take money from a person on the system, or if you need to apply a refund of fees for you as a letting agent. So the money will appear in your sales drawdown pot.
Applying a charge
- Search for the person in the Search bar at the top of your screen, and the phrase apply charge. This will open the charge screen as shown below.
- Alternatively, you can go into the person’s profile (tenant, landlord or contractor)
- Click on the ACTIONS button on the top right hand side and select Apply charge
- Enter the amount of the fee (excluding VAT) and what type of fee it is i.e. Tenant Fees.
- Press Apply Charge
Applying a Refund
Use the same process as above, but select apply a refund