New Charge

 

A charge will create a debit against the Account.

 

To raise a new charge find the Contact, click Accounts and click New Charge.

 

A screen will appear asking what you are charging for, select from:

 

  • Fee
Filters the Products field on products of that type
  • Maintenance
If selected loads up a new Work Order for the Property the account screen is currently showing
  • Rent
This will add a charge for Rent Due
  • Deposit
This will add a charge for a Deposit
  • Payment To Landlord

This will add a charge where the Payment will be transferred to thee Landlord.

This option only appears for Applicants and Tenants.

  • Payment
Creates a paid Payment Made To You Transaction. This might be use if you were paying some money back to the Landlord but not using the Payment Run process.
  • Overseas Tax Deduction
This will create an unpaid Overseas Tax Deduction charge. This option only appears for Landlords.

 

Under General Details tab

 

Enter the following as required

 

The System Information and Advance Settings tab show information relating to the charge but are not editable.

 

Options to Include on Transfer Fees and Transfer Deposits are now only be available if logged in as the System User