Finance

Create a Credit note

To create a Credit note, go to Finances and Add an expense, fill in the form and Save. The expense type should be Tenant refund. You can enter the following information: The type (Tenant refund) The date The payee The amount The VAT rate You can also enter: The tenancy A credit note number (of your choice) A description or a text for the document Attach a document When you create the expense, in order to produce a Credit note document, you have to switch on the Credit note option. Once the expense is created, you can access the credit Read more →

Create an Invoice

To create an Invoice, go to Finances and Add a revenue, fill in the form and Save. You can enter the following information: The type The date The payee The amount The VAT rate You can also enter: The tenancy An invoice number (of your choice) A description or a text for the document Attach a document Once the revenue has been created, in order to produce an invoice document, you have to switch on the Invoice option. You can access the invoice by using the action buttons on the right. Edit Record a payment Invoice … Delete

Add an additional payment to the rent

You can add additional payments to your rent receipt, such as cleaning fee, parking fee or other. To do this, you have to edit the invoice or receipt from the Finance section > Edit and add an expense item under Other payment. This amount will be added to the total due amount. You can also do this when creating a new Tenancy and this additional amount will be visible on all rent receipts / invoices. Important ! The additional amounts entered under Other Payment will be added to the Balance of the tenant’s account. These additional amounts are not considered Read more →

Invoice an expense to your tenant

Recoverable expense You can create an expense of the type “recoverable” in Finances. When an expense item is marked as recoverable, it will be used to calculate the tenant’s balance, so when you run a reconciliation of expenses from Tenancies, this expense will be charged to the tenant. Add an additional payment to the receipt You can add the expense as an additional item on your invoice. To do this, you have to edit the invoice or receipt from the Finance section > Edit and add an expense item under Other payment. This amount will be added to the total Read more →

Rents, Invoice and Payment Notices

Rent creation For each tenancy, the Payments and the Payment Notices are generated automatically in the Finance section on the 1st of each month, unless specified otherwise. You can decide to generate them before this date by changing the default tenancy settings. Once you’ve marked a rent as Paid in Finance, the Notice is changed to an Invoice – or a Receipt, depending on what you choose in the tenancy settings (in Tenancies > Edit Tenancy > RECEIPTS tab). In case of Partial payment, the document will change to Invoice / Receipt, once the full payment is completed (or the tenant Read more →