An Auto Charge is a great tool for presetting charges which you would otherwise need to apply manually to individual people on the system. Auto Charges save you time and will also prevent you from missing the application of any fees since it will do it for you as instructed.
To set up an auto-charge please go to the tenancy page first > click "Auto Charges" on the left hand ladder.
Date Specific Charge - This is for applying a trigger date for the charge.
+Add in the top right is for setting the charge to trigger upon an action, such as "Tenancy Signed"
Here is a breakdown of each field's purpose:
Type - please select whether it is a fixed amount or a percentage amount
Amount - please enter a value for the fixed value or percentage but do not use a symbol, please just use the values.
Non VAT charge - If you are VAT registered, you should allow the system to add VAT to each charge and it will do this automatically. This box allows you to prevent the VAT being added for special circumstances.
Person Type - Who is the charge being applied to? Please select from the drop-down options.
Apply to - Dictate whether or not this is to apply to any renewals of this tenancy or not.
Apply When - Indicate when you want to charge to trigger. Please note that adding a charge after the point of signing and selecting "Tenancy Signed" will prevent the charge from applying.
Offset Type and Offset Days - This will allow you to set how many days before or after the "Apply When" option should trigger. i.e. After 1 days following the Tenancy Signed.
Branch Account - Apply a branch if you would like to make it specific
Sales Account - Please select the sales charge type you wish to apply against the charge for your administrative purposes
Nominal Code - This only applies if you have preset nominal codes for accounting software, please disregard if not relevant to your agency.
Description - This will apply to invoices, please write a clear description
Recurrence type and Recurrence - Will it be once per month? Then you would select Monthly and 1, etc
Save and Close