Apply a Charge or Refund

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