Apply a Charge or Refund

Free Download - Discount Effect (calculate the impact of lowering and raising fees)

Free Download - Tenant Fee Ban 

In the event that you need to charge a one off fee(where VAT may need to be added on if you're VAT reg), this guide will show you how and the types of fee. 

You can apply a one off charge in two ways - Via the Property or via the Person. 

• Applying the charge via the Property, if it is related to it, will ensure the charge is property specific. This means when the landlord statement is ultimately generated it will be slotted under the appropriate properties heading. 
  
  
• Applying the charge via the Person, will treat it as that. It will be a charge that is linked to the person and will appear on a statement in it's own segment.

Applying a Charge 

• You can search either the person or the property within your search bar. 

*Image shows applying a charge on the property*         

Applying a Charge on a Person - offers an extra field for you to link it to a property directly from here.

A few important notes regarding charges:

• If you are VAT Registered - always input the amount before VAT. 
• Charges to landlords will use the landlords branch(important if you are multibranch. Please check your landlords are correctly linked to the right place). 
• When applying refunds, always mimic the original charge you're reversing. For instance, using the same charge type in the refund as you did within the original fee. 

Applying a Refund

Applying a refund is just as straight forward as a charge. Just choose Actions on the individual > Apply Refund and complete the appropriate fields.